Entities

Kovitz

Kovitz

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Founding Date
2003

Kovitz is a wealth management firm that provides sound asset management and advisory strategies to high net worth individuals, institutions, and financial professionals. The firm focuses on long-term investment solutions, backed by stringent research. As an independently managed advisor, Kovitz focuses on delivering value across the financial spectrum by adhering to the firm's strict investment principles: discipline, patience, and perspective.

Assets under management: US$4.6 billion (circa 2020)