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.
Hedged Equity
Inception Date
September 1998
Objective
Kovitz Hedged Equity seeks to achieve long-term capital appreciation with a lower sensitivity to traditional financial market indices such as the S&P 500 Index.
Accredited Investors Only. Get in touch for more information.
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