Kovitz provides high net worth individuals, families, institutions and financial professionals with customized asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.
Kovitz Wealth Management
About Us
Company Values
Our long-tenured and tight-knit team relies on knowledge and logic, not emotion, to serve our clients and employees with excellence.
Investing Values
Discipline, patience and an “owner mindset” allow us to filter out the noise of day-to-day markets and seek value through long-term performance.
Service Values
Our job is to deliver an unparalleled experience to our clients. We act as partners, investing side-by-side, and deliver value through a simple, transparent fee structure.
About Us
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