The Long View
Goes Further.

About Us

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 and advise on more than $7.4 billion in assets (as of 6/30/23).

Guided by value.

Personally Invested

Substantially all of our partners' liquid net worth is invested in Kovitz strategies.

September 2022

Kovitz named to Barron's Top 100 RIA Firms.

Principles

Our Investment Philosophy Is Built on
Three Overarching Principles.

  • Discipline
  • Patience
  • Perspective

  • We are disciplined.

    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 are patient

    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.

  • We offer perspective

    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.

Get In Touch

See What We Can
Do for You.

Contact Us