At this stage of the cycle, valuations can begin to look stretched, which has investors thinking about their best options should a correction occur.
Ranked #3 in 2016 and among the top 10 of Barron’s list of top independent financial advisors for the last four years, Kayne Anderson Rudnick is a boutique investment advisory firm that was founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles and San Francisco, the company manages assets for both high net worth individuals and institutions. Its advisors boast an average client relationship duration of 10 years and a retention rate of 94 percent, thanks to outstanding client service and comprehensive wealth management strategies, designed around clients’ unique circumstances and objectives.
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