Kendall Capital

Welcome to Kendall Capital Management

A Maryland Financial Consulting Company

With over 30 years of experience, Kendall Capital Management (KCM) is an independently registered investment services firm located in Rockville, Maryland.  As a certified CFA, AEP and CFP firm, Kendall Capital offers unbiased, fee-only wealth management planning to a clientele from a variety of sectors, including non-profit organizations, corporate pension funds and high net worth families and individuals in Montgomery County, Maryland.  Our financial planning team serves a variety of sectors in Montgomery County, Maryland with a focus on: non-profit organizations, corporate pension funds, and high net worth families and individuals.  Kendall Capital is committed to understanding the financial goals and needs of our clients, and helping them attain these goals.

Our Mission: Preserve. Strengthen. Grow

Our financial advising team prides itself on having a high level of trust in every aspect of our business. Kendall Capital Management recognizes that each client is unique and requires customized investment management services. We develop individual investment strategies to combine wealth and fundamental investment management. KCM offers equity, fixed income, and mutual fund management integrated with wealth management strategies to meet the specific financial needs of its clients.

Financial Strategies for Managing Wealth Investments:

No matter if you are a successful business professional in the prime of your career or someone who is planning retirement, Kendall Capital Management has a financial plan for each stage of your life. KCM demonstrates a process for identifying the best wealth management strategy to fit your unique needs that includes:  cash flow projections and their impact on net worth; retirement needs, funding and strategies; strategic income tax planning; Social Security evaluation; gift and philanthropic planning and more.

In order to achieve the best result while managing your wealth saving and investments, Kendall Capital may incorporate any of these five strategies:

• Stable Asset Value Strategy;
• Income and Growth Strategy;
• GARP Strategy;
• Fund of Mutual Funds Strategy;
• Alternative Portfolio Strategy

Financial Awards & Recognition

Kendall Capital Management has been recognized by the Who’s Who of Maryland Financial Planners, Kiplinger’s Personal Finance, Journal of Accountancy, and ABA Journal. Kendall Capital has also received a Five Star Rating from Paladin Registry and in 2007 became an AEP recipient.