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Kovitz — A wealth management firm. 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
Our Team - Kovitz Meet the members of your Kovitz Team Our departments include Wealth Management, Investment Management, Family Office Services, Finance Operations, and Business Development
About Us - Kovitz 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
Contact Us - Kovitz 10 South Wacker DriveSuite 2600Chicago, IL60606 Telephone 312 334 7300 Kovitz Funds Address 10 South Wacker DriveSuite 2600Chicago, IL60606 Telephone
Wealth Management - Kovitz Kovitz Wealth Management includes Investment Management, Retirement Planning, Estate Planning, Insurance Advisory, Tax Planning, Proprietary Strategies, and a Support Team As a Fiduciary, our clients come first
Careers - Kovitz At Kovitz, every day is an opportunity to collaborate and engage with industry leaders and peers We value teamwork, innovation, problem-solving, and an entrepreneurial spirit Together, we bring a diverse range of backgrounds, experiences, and perspectives to the work we do for our clients
Kovitz Core Equity ETF (EQTY) The Kovitz Core Equity ETF seeks long-term capital appreciation Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values
Mitchell A. Kovitz — Kovitz Mitch Kovitz is a distinguished leader in the wealth management industry, serving as Chief Executive Officer Founder of Kovitz and Vice Chairman of Focus Financial Partners
John Buckingham — Kovitz John joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM John has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 40 years
Asset Management - Kovitz The Kovitz Core Equity Strategy seeks to achieve superior risk adjusted returns by implementing a private owner investment philosophy with a multi-year time horizon