Kendall Asset Management ("KAM") is a Registered Investment Adviser licensed in the State of Virginia and located in Abingdon, Virginia.  Kendall Asset Management is a trade name of LDK, Inc., a Virginia corporation.  KAM and its representatives are in compliance with current requirements in the State of Virginia for registered investment advisers. KAM may transact business only in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements.

KAM’s web site offers general information about its advisory services, together with access to additional investment-related information, publications, and links. The publication of KAM’s web site on the Internet should not be construed by any client or prospective client as KAM’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation over the Internet.

Any subsequent direct communication by KAM with a prospective client will be conducted by a representative that is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of KAM’s current written disclosure statement discussing KAM’s business operations, services, and fees is available from KAM upon written request and on the this web site by clicking here Form ADV Part II.

As is well known by prudent investors, future results for particular investments may be very different from past results. Therefore, no client or prospective client should assume that future performance of any specific investment or investment strategy will be profitable or equal the corresponding past or indicated performance levels, including investments or investment strategies recommended or implemented by KAM.

Historical returns for securities indexes or specific asset categories generally do not reflect deduction of transaction fees or custodial fees, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Information found on this web site is not and cannot be construed as the receipt of, or a substitute for, personalized financial or investment advice from KAM, or from any other investment professional. KAM is neither an attorney nor an accountant, and no portion of the web site’s content should be interpreted as legal, accounting, or tax advice.

Clients or prospective clients who use any economic calculator or similar tool contained within or linked to KAM’s web site acknowledge and understand that information resulting from use of any such calculator or tool is not and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from KAM or from any other investment professional.
Each client or prospective client agrees, as a condition of using this web site, to release and hold harmless KAM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any actions or omissions of actions of the client or prospective client predicated on use of information obtained from this web site.  Persons who do not agree to this provision are not authorized to use this web site for any purpose.

Kendall Asset Management provides investment advisory advice to clients or prospective clients only after: 

1. Delivery of our Form ADV Part II or an equivalent information brochure to you, and
2. Execution of an Investment Advisory Agreement between you and Kendall Asset Management.