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
Dividend Income
Inception Date
September 30, 2004
Objective
Kovitz Dividend Income seeks growth of capital and dividend income via a broadly diversified, market-capitalization-agnostic, higher-yielding portfolio of stocks.
Portfolio Managers
Get in touch for more information.