Kovitz

About

Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.

We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $20 billion in assets (as of 6/30/24).

Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.

Regulatory Documents:
https://www.kovitz.com/regulatory-documents

Keywords

investment management, trading, financial planning, fixed income analysis, wealth management, equity strategies, retirement planning, alternative products, tax advice, family office

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