How you get
there matters.

Guided by value.

About Us

Kovitz Is a Value-Based
Wealth Management Firm.

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Company Values

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

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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.

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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.