Kovitz offers a broad range of wealth management and investment advisory services, focusing on value-oriented investment strategies. They cater to high-net-worth individuals, institutions, and private funds. Kovitz is known for its disciplined approach to investing, leveraging deep research and a long-term perspective to grow and protect client wealth.
Kovitz specializes in wealth management for high-net-worth individuals and institutions.
Investment management, financial planning, and strategic acquisitions.
Through strategic acquisitions and organic growth strategies.