Kovitz provides high net worth individuals, institutions and financial professionals with 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 more than $4.6 billion in assets.
Substantially all of our partners' liquid net worth is invested in Kovitz strategies.
Kovitz makes Barron's Top 50 RIA Firms.
We do not seek to predict the markets. We assess a company’s or asset's intrinsic value compared to the market price and invest accordingly. We invest side-by-side with our clients.
We believe a long-term view is essential to successful investing. Our approach allows us to base our decisions on a business’ expected value multiple years in the future rather than volatile next-quarter expectations.
By focusing on intrinsic value, our goal is to generate substantial gains while minimizing downside risk. We’ve reduced the process of buying and selling securities to a discipline rather than an art.