Kendall Capital Management
Kendall Capital is an independently registered investment firm with a clientele from a variety a sectors: non-profit organizations, corporate pension funds, and high net worth families and individuals.
Kendall Capital also employs a thorough wealth management process which includes: cash flow projections and their impact on net worth; retirement needs, funding and strategies; strategic income tax planning; Social Security evaluation; and gift and philanthropic planning.
Kendall Capital’s founder, Clark Kendall, has over thirty years of experience in investment management and wealth management strategies. In the early 1990s he became one of the first financial professionals to earn the Chartered Financial Analyst (CFA) and a Certified Financial Planner® (CFP) designations.
As a founder of Kendall Capital, Clark is focused on providing intelligent, independent financial direction to high-net-worth individuals and families in and around Montgomery County, Maryland.
In 2007, Clark received the Accredited Estate Planner (AEP) designation from the Montgomery County Estate Planning Council for his many and outstanding years of service in the wealth management industry. He is one of very few advisors who can claim the combined designations of CFA, CFP® and AEP.
Kendall Capital has been recognized by the Who’s Who of Maryland Financial Planners, Kiplinger’s Personal Finance, Journal of Accountancy, and ABA Journal. Kendall Capital nt has also received a Five Star Rating from Paladin Registry and in 2007 became an AEP recipient.