Read: Tax Efficiency
Tax Efficiency
Watch: Overview of KAR as a Firm

Firm quality, standards, and Investment beliefs

Experience.

With more than 100 years of collective industry experience, our advisors know how to build and preserve client wealth. Learn more

Think: Discovering Mid-Caps
The Mid-Cap segment of the equity market is an overlooked category
Read: Market Review Third Quarter 2019
Commentary by Douglas S. Foreman, CFA, Chief Investment Officer
Listen: Small Cap Core Review of the Third Quarter of 2019
KayneCast 97
By Jon Christensen, CFA Portfolio Manager & Senior Research Analyst
Meet
Stephen A. Rigali, CFA
Executive Managing Director and member of the Executive Management Committee

Trust.

We don’t just build portfolios. We build relationships. Learn more

September 26, 2019

News: Spuds Powell and the KAR Team Again Named America’s No. 1 Independent Financial Advisor by Barron’s

Barron’s ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Read More.

October 9, 2018

News: Profile of KAR COO Jeannine Vanian in the Los Angeles Times

The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”. Read More.

Meet
Kimberly C. Friedricks
Managing Director, Fixed Income
October 9, 2018

News: Profile of KAR COO Jeannine Vanian in the Los Angeles Times

The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”. Read More.

S&P
500
Russell
2000
Nasdaq
100