Guided by value.

How you get there matters

Kovitz Is a Value-Based Wealth Management Firm.

About Us

Company Values

Our long-tenured and tight-knit team relies on knowledge and logic, not emotion, to serve our clients and employees with excellence.

Investing Values

Discipline, patience and an “owner mindset” allow us to filter out the noise of day-to-day markets and seek value through long-term performance.

Service Values

Our job is to deliver an unparalleled experience to our clients. We act as partners, investing side-by-side, and deliver value through a simple, transparent fee structure.