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
Taxable
Inception Date
September 1, 1998
Objective
The Taxable Fixed Income Strategy seeks to preserve principal and enhance risk adjusted returns through a focus in high quality bonds with limited interest rate sensitivity.
Portfolio Managers
Get in touch for more information.