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.
Fixed Income
Tax Exempt
Inception Date
January 1, 1997
Objective
The Tax-Exempt Fixed Income Strategy seeks to preserve principal and enhance risk adjusted returns. Our customized solution focuses on maximizing after-tax returns by generating income exempt from federal and state income taxes.
Portfolio Managers
Get in touch for more information.