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News
The Virtus Small-Cap Sustainable Growth Fund was highlighted in the Wall Street Journal.
Doug Foreman, Director of Equities, Featured on FOX Business
Doug Foreman, CFA, Director of Equities, was featured on FOX Business to discuss his outlook for the stock and bond markets and the economy for 2012. Watch the video below.
Congratulations to both Curt Biren, Senior Vice President, & Spuds Powell, Senior Vice President, for being named a 2011 Five Star Wealth Manager as seen in the January 2011 issue of Los Angeles magazine.
Curt M. Biren, CPWA®, AIF®, Senior Vice President of Kayne Anderson Rudnick Wealth Advisors, and Spuds Powell, CPWA®, Senior Vice President of Kayne Anderson Rudnick Wealth Advisors, were both named a 2011 Five Star Wealth Manager. This designation is awarded by Los Angeles magazine who, in collaboration with Crescendo Business Services, seek to find wealth managers who scored highest in overall satisfaction. After surveying consumers and financial-services professionals to find these individuals, the resulting list of Wealth Managers is an elite group, representing less than 2 percent of the wealth managers in the Los Angeles area.
Kayne Anderson Rudnick Completes its Re-Branding Project and Launches New Website
Kayne Anderson Rudnick is proud to launch its new brand, including its new and enhanced website. While the new image conveys a refreshed look, the goal is to continue to reflect the company’s strong heritage of providing the highest quality portfolios and service to its clients.
Stephen A. Rigali, CFA, Executive Vice President and Head of the Wealth Advisors Group, Invited to Barron’s Top Independent Advisors Summit as One of the Nation’s Top 500 Independent Advisors
Stephen A. Rigali, CFA, Executive Vice President and Head of the Wealth Advisors Group, was nominated by Fidelity Institutional Wealth Services as being among a select core of the best independent advisors in America. As such, Mr. Rigali will attend Barron’s invitation-only Top Independent Advisors Summit which will bring together the nation’s top 500 independent advisors to share industry knowledge and best practices.
Virtus Investment Partners Completes its Spin-off
We are pleased to announce that on December 12, 2008, the board of directors of the Phoenix Companies Inc., the parent company of Kayne Anderson Rudnick, approved the spin-off of Virtus Investment Partners into a publicly traded asset management firm. The spin-off, effective December 31, 2008, created two separate companies, Virtus Investment Partners, an asset management firm, and The Phoenix Companies Inc., a life and annuity insurance company. The result of this spin-off is that Kayne Anderson Rudnick is now a wholly-owned subsidiary of Virtus Investment Partners. The shares of Virtus Investment Partners are listed on the Nasdaq Global Market under the symbol “VRTS”.
Kayne Anderson’s Rudnick’s Parent Company Has Changed its Name to Virtus Investment Partners
Effective October 1, Phoenix Investment Partners is Virtus Investment Partners and the PhoenixFunds are now Virtus Mutual Funds. These changes were made in anticipation of the spin-off of the asset management business from The Phoenix Companies, Inc.
Robert Schwarzkopf, CFA appears on Bloomberg TV
Robert Schwarzkopf, CFA, Chief Investment Officer, talks with Bloomberg’s Rhonda Schaffler about high-quality stocks in the Kayne Anderson Rudnick portfolios that have outperformed in this difficult environment. watch the video >