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
Small-Mid Dividend Value
Inception Date
March 31, 2013
Objective
Kovitz Small-Mid Dividend Value seeks growth of capital via investment in dividend-paying companies with market capitalizations generally below $20 billion.
Portfolio Managers
Get in touch for more information.