About
Kovitz

Kovitz Investment Group is an independently-managed, registered investment adviser, founded in 2003.

With over 50 professionals, KIG provides asset management and advisory solutions to high net worth individuals, institutions, and financial professionals.

KIG specializes in investment and wealth management solutions to high net worth individuals and their families, family offices, foundations, endowments, pension plans, financial intermediaries, institutions, mutual funds, private funds, and funds of funds, for which we invest and manage about $2.75 billion of assets.

Primary asset management strategies include equities, hedged equities, and fixed income. Our independent research process focuses on establishing investment solutions that utilize a longer-than-average time horizon. We invest side-by-side with our clients; substantially all of partner and employee liquid net worth is invested in Kovitz strategies.

KIG is part of the network of Focus Financial Partners, the leading international partnership of independent, fiduciary wealth management firms.


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