We are happy to announce that we're celebrating 20 years!
Smart Strategies
For the Road Ahead.
Kovitz has partnered with various types of institutions and developed long-term relationships with financial advisory firms that recommend our strategies for inclusion in their client portfolios.
Equity
Core Equity
Inception Date
January 1, 1997
Objective
The Kovitz Core Equity Strategy seeks to achieve superior risk adjusted returns by implementing a private owner investment philosophy with a multi-year time horizon.
Portfolio Managers
Get in touch for more information.