We are happy to announce that we're celebrating 20 years!
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.
Kovitz Hedged Equity seeks to achieve long-term capital appreciation with a lower sensitivity to traditional financial market indices such as the S&P 500 Index.
Accredited Investors Only. Get in touch for more information.