& Financial Professionals

Kovitz Investment Group is an independently-managed, registered investment adviser, founded in 2003. With over 70 professionals and more than $4 billion in assets under management, KIG offers two primary equity strategies: Long-only Core Equity, and Hedged Equity.

KIG currently provides asset management solutions for high net worth individuals and their families, family offices, foundations, endowments, pension plans, financial intermediaries, institutions, mutual funds, private funds, and fund of funds.

Our investment strategies are accessed through separately managed accounts, model portfolios, a mutual fund, and private partnerships. Investment solutions are established using a bottom-up independent research process utilizing a longer-than-average time horizon. Substantially all of partner and employee liquid net worth is invested in Kovitz strategies.

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