Investment Management

At Kayne Anderson Rudnick, investment management begins with understanding how your wealth is structured today and defining the investment strategy that will guide it over time. Management of your investment portfolios is grounded in a disciplined, long-term approach, with an emphasis on selectivity, diversification, and consistency across market cycles, with adjustments made thoughtfully as conditions change rather than in response to short-term noise. We also coordinate closely with your tax and estate professionals, so decisions are made in context, with careful attention to costs, taxes, and overall outcomes, reflecting our fiduciary responsibility to act in your best interest.

We use a range of investment strategies, with each portfolio customized to align with the client’s specific investment objectives. This includes equity and fixed income investments, as well as both active and passive approaches. Portfolios are typically implemented through separately managed accounts (SMAs), with additional use of mutual funds, exchange-traded funds, commingled vehicles, or limited partnerships when appropriate. We may also incorporate alternative investments, such as private equity, private credit, and other specialized strategies, with allocations determined based on fit within the overall portfolio rather than a standardized model.

Your KAR wealth advisor works with you to help articulate your priorities and determine an appropriate level of risk based on your circumstances, which informs how your customized investment portfolios are structured and how different investment strategies are applied. This includes evaluating the role that alternative investments may play alongside public market exposures. Management is ongoing, with investment portfolios reviewed and adjusted as your situation evolves or conditions change. New investment opportunities are evaluated as part of that process, supported by regular communication to ensure your portfolio remains aligned with your needs and objectives.

Alternative investments are incorporated when they serve a clear role within the portfolio, such as supporting diversification or providing access to different sources of return, and may include private equity, private credit, real estate, and other specialized strategies. We bring significant experience in evaluating and recommending alternative investments as part of a client portfolio, with each opportunity assessed carefully before being introduced, with attention to structure, liquidity, and how it fits alongside existing holdings. Allocations are made thoughtfully so they enhance the overall portfolio without introducing unnecessary complexity or misalignment.

KAR offers comprehensive wealth management services including financial planning and investment management for high-net-worth individuals. families, and institutional investors. For detailed information on fees and investment minimums, please contact a KAR wealth advisor. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.