Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.
We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage more than $7.1 billion in assets.
Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.
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51-200 employees
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Financial Services
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71 South Wacker Drive, Suite 1860, Chicago, IL 60606, US
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2003
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Family Office, Wealth Management, Retirement Planning, Financial Planning, Investment Management, Tax Advice, Fixed Income Analysis, Equity Strategies, Alternative Products
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The decision makers in Kovitz are Adam Butbul, Chris Nicholson, Herschlikovitz Ludovic, etc. Click to Find Kovitz decision makers emails.
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