Our Mission

Kendall Capital Management is committed to understanding the financial goals and needs of our clients, and helping them attain these goals. We pride ourselves with 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.

Kendall Capital Management (KCM) is an independently registered investment services firm serving a variety of sectors with a focus on: non-profit organizations, corporate pension funds, and high net worth families and individuals. KCM currently manages over $65 million in assets and continues to grow.

KCM offers equity, fixed income, and mutual fund management integrated with wealth management strategies to meet the specific financial needs of its clients.

KCM’s six strategies for managing investments:

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

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

Kendall Capital Management is located in Sandy Spring, Maryland.