The Kovitz
Difference

Let's start with a huge difference:
We eat our own cooking

Our partners and employees have substantially all of their liquid net worth invested side-by-side with our clients. While this shouldn't be unique, we believe it is. If you ask most advisors and wealth managers how much of their money is invested in what they are recommending to you, you would probably be surprised by the answer. When a manager's own funds are being invested side-by-side with yours, he or she tends to be more thoughtful about it!

THE LEADERS OF OUR FIRM HAVE KNOWN EACH OTHER FOR 10, 20, AND EVEN 30 YEARS, AND WE'VE KNOWN MOST OF THE OTHER KIG PROFESSIONALS PERSONALLY AND PROFESSIONALLY FOR MANY YEARS AS WELL.

This takes a lot of the risk out of our hiring decisions, and increases our confidence in the quality of the services we provide you. Turnover of our staff is extremely low. High turnover is disruptive to both the investment research process and client service. We have created an environment where our professionals view KIG as their "last stop." Unlike many of our larger competitors where, often by design, clients are serviced by a revolving door of personnel in order to keep clients from becoming too attached to any one person, we are working hard to allow our clients to build personal relationships with their KIG financial advisor. This way our clients don't feel they are starting over every couple of years with a new person assigned to their account.

KIG IS RUN BY INVESTORS, NOT MARKETERS

KIG is not a marketing organization. Performance is central to everything we do, and our overriding concern is the continuation and protection of our investment track record. As a result, there is never a sales- or marketing-based decision that takes precedence over our investment decision making process. We believe this differs substantially from many of our peers and allows us to focus on the performance of the assets we manage. We believe that the gathering of additional assets is merely a by-product of favorable investment performance.


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