Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and Westlake Village. KAR has over $59.6 Billion in assets under management as of December 31, 2023, focused on institutional, broker-dealer and high-net-worth clients.

At KAR we offer a variety of actively managed equity and fixed-income strategies. Our investment philosophy focuses on the “high-quality” subset of the investable universe. We believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle.
 
For equity securities, we define “high-quality” as a business characteristic that represents a company’s ability to control its market. This investment philosophy leads us to companies which we believe have low business risk as identified by certain financial characteristics, such as consistent and profitable growth, high returns on capital, strong free cash flow, and low organic need for external financing. We apply a “business analyst” approach to research and strive toward developing deep conviction in each of our portfolio holdings and, over time, an information advantage. For fixed income securities, our approach centers around an exclusive focus on high-quality bonds, intermediate maturities to mitigate interest-rate risk, highly liquid issues, a commitment to economic sector and maturity distribution, and a long-term vision.

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Investment Management

Kayne Anderson Rudnick

Stephen A. Rigali

Matthew Griego

Joseph Aube

Andrew P. Grant

Stephanie Gillman

Kimberly C. Friedricks

Daniel J Kale

Michael Shoemaker

The Financial Planning and Advisory team at Kayne Anderson Rudnick provides tailored investment strategies and financial guidance to high-net-worth individuals and institutional clients. Leveraging a deep understanding of the firm's high-quality investment philosophy, the team focuses on creating personalized financial plans that align with clients' goals, risk tolerance, and market conditions. Through comprehensive analysis and client engagement, they ensure clients are well-informed and supported in their financial journeys.

Financial Planning and Advisory

Investment Analysis and Portfolio Management

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Financial Planning and Advisory

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Investment Analysis and Portfolio Management

Operations and Compliance