What Clients and Partners are Saying About Kendall Capital
In Their Own Words
At Kendall Capital, our clients are at the heart of what we do and we value our trusted partners. Discover what they are saying about working with Kendall Capital.
Let’s be frank: When you put your life savings in the hands of a third party, you want to be comfortable with their integrity and their choices. Trust is paramount. I have never had any reason to doubt that the Kendall Capital staff are handling my assets any differently than they would handle their own. I don’t particularly like picking stocks. I prefer to let someone who is good at that perform that task, and then I can complain about their decisions instead of my own. I have also benefited from tax planning and tax savings. The staff are well qualified, a pleasure to work with, and of high integrity. You can trust the people at Kendall Capital to manage your assets without drama or concern. They will craft a program to meet your specific needs.
– Rick A., Retired Federal Scientist
The minute you step into the world of Kendall Capital, you feel a warm embrace of professionals who not only know what they are doing, but are eager to help guide you.
– Sarah B., Estate Planning Attorney
DISCLAIMER: Sarah is not a client of Kendall Capital, and no cash or non-cash compensation was provided for this unsolicited feedback.
I readily admit that my knowledge of the stock market and investment strategies was ZERO before I started working with Kendall Capital. Now I have more insight into the process, as well as a huge respect for the knowledge and research that the team uses to help manage my funds. I would be a disaster if I were trying to do this on my own! This is the A team in investment strategies IMO. I had a guardian angel on my shoulder when I first reached out to KCM and I have never been happier.
– Paula M., Retired Physician
Now, as a couple, we have the knowledge that our financial future is in capable hands. Gone are the days of one managing the money while the other remains in the dark. Thanks to Kendall Capital, we both feel secure, knowing our wealth is being managed with the same principles that guide our own approach to money.
– Claudia & Robert T., Kharis Lavender Fields
Kendall Capital fosters a warm and supportive environment. From the friendly receptionist to founder Clark Kendall, who has shaped the firm over decades, their personalized approach sets them apart.
The biggest difference for me in choosing to trust Kendall Capital, over my former investment firm, one of the 3 big players, is the personal guidance that comes from the familiarity and accessibility that is inherent in the smaller sized, “good neighbor” like atmosphere.
Trust is paramount, and I confidently place mine in Clark, Carol, Nina, Brian, and their entire team. Their focus on long-term investment strategies has proven invaluable, helping me stay disciplined even during market volatility, safeguarding me from hasty decisions.
– Timothy B., Recent retiree, formerly employed by Home Box Office
I have been quite pleased with my partnership with Kendall Capital. I worked with a financial planner for over 20 years and had gotten to a place of being on auto-pilot in terms of my own financial stewardship. I decided to move over to Kendall Capital, after spending time with Carol and Brian and digging into the details of my portfolio and reviewing different financial models in context of my retirement planning. I was thrilled at the amount of knowledge they had not only about the markets, but about my personal finances along with my spending habits. They provided me with strong recommendations that allow me to save more aggressively than I had been, along with supporting my spending freedom that creates an important balance for me!
– Melanie B., Chief Human Resources Officer, SVP, Administration
We feel that we have established fine working relationships with Kendall staff, both through Kendall events and our own personal inquiries. We have never been delayed, rebuffed, or unanswered - always thorough, and questions researched when necessary. Our financial support before Kendall was skeletal - consisting of an annual meeting - no written updates, no projections, poor advice. I had money sitting in government accounts that Kendall actually reconfigured into planned growth. Staff asked my goals and described strategies for the types of investments recommended. We have been impressed with the diverse talents at the agency that help us manage our accounts.
– M&G S.
DISCLAIMER: Unless otherwise noted, these testimonials are based on a unique experience from current clients and is not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Kendall Capital Management available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at IAPD - Investment Adviser Public Disclosure - Homepage , using SEC # 801-78634.