For the Road Ahead.
Smart Strategies
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.
Dividend Income
Inception Date
September 30, 2004
Objective
Kovitz Dividend Income seeks growth of capital and dividend income via a broadly diversified, market-capitalization-agnostic, higher-yielding portfolio of stocks.
Portfolio Managers
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