K A Associates

KAR is a leading investment management and wealth advisory firm with over 30 years of experience in the industry. Our firm is built on a foundation of knowledge, gained through years of listening, learning, and doing. At KAR, we are united by our mission to help our clients achieve their financial goals. We serve a diverse range of clients, each with different journeys and jobs, but all seeking to secure their financial future.

Our Services

At KAR, we offer a range of services designed to meet the unique needs of our clients. Our services include:

• Financial Planning: Our team of experienced financial planners works with clients to create a customized financial plan tailored to their specific goals and needs. We help clients plan for retirement, college savings, estate planning, and other financial objectives.
• Investment Advisory: Our investment advisory services are designed to help clients build and manage their investment portfolios. We offer a range of investment strategies, including the KAR Small Cap Core, KAR Small Cap Sustainable Growth, KAR Small-Mid Cap Core, KAR Small-Mid Cap Value, and KAR Mid Cap Core strategies, which have been recognized as Top Guns by PSN. Our investment approach is based on high-quality, high-conviction investing, with a singular focus on what we believe are the finest few investment opportunities.
• Executive Services: Our executive services are designed to help corporate executives manage their complex financial lives. We offer a range of services, including stock option planning, equity compensation, and deferred compensation planning.
• Consulting Services: Our consulting services are designed to help financial professionals and institutions improve their investment strategies and processes. We offer a range of services, including research and analysis, portfolio management, and risk management.

Our People

At KAR, we believe that our people are our greatest asset. Our team includes some of the most experienced and talented professionals in the industry. We are committed to providing a supportive and inclusive work environment that empowers our team to thrive personally and professionally. Our team has been recognized for its culture and commitment to corporate social responsibility, winning awards such as the "Best Firm Culture - Large Firms" Private Asset Management (PAM) Awards and the "Best Corporate Social Responsibility Programme" WealthBriefing for Good Awards.

Our Locations

KAR has locations across the country, with offices in major cities including New York, Los Angeles, Chicago, and San Francisco. We serve clients nationwide and are committed to providing the highest level of service and support.

At KAR, our clients come first. We are dedicated to helping our clients achieve their financial goals and securing their financial future. Contact us today to learn more about how we can help you.