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Kovitz provides high net worth individuals, institutions and financial professionals with 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 and advise on more than $6 billion in assets.

 

 

 

 

Guided by value