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Kovitz Investment Group, LLC (KIG)

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Kovitz Investment Group, LLC (KIG)

Overview:

Kovitz Investment Group is a privately held, employee-owned registered investment advisor, founded in 2003.

With over 50 professionals, KIG provides asset management and advisory solutions to high net worth individuals, institutions, and financial professionals. Primary asset management strategies include equities, hedged equities, and fixed income.

KIG provides investment and wealth management solutions to high net worth individuals and their families, family offices, foundations, endowments, pension plans, financial intermediaries, institutions, mutual funds, private funds, and funds of funds, for which we invest and manage more than $3 billion of assets.

Substantially all of partner and employee liquid net worth is invested in Kovitz strategies.

Investment solutions are established using a bottom-up independent research process utilizing a longer-than-average time horizon.

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