Kovitz Investment Group

kovitzinvestment.com

 The investment decision process at KIG is team-driven. By combining varied and specialized experience, knowledge gained from advanced education and an array of professional designations, and an analytical process with independence at its core, we are able to offer a number of interrelated services to fully serve your investment needs.

 

The team's collective understanding of financial statement analysis and appreciation of business operations provides a unique perspective to security analysis. Portfolio managers utilize a cohesive team approach that emphasizes reasoned and rational analysis. These managers pool their combined expertise to thoroughly analyze every opportunity from different points of view with the intent of taking emotion out of the equation. As a KIG client, you will have access to members of this team, and they will make sure you know exactly what securities you own, as well as why they were acquired for you.

Our portfolio management philosophy focuses on how our general principles meet our client's personal needs and circumstances. Our relationship with you rests on personalized attention and performance over time. Our process and decision making criteria are tailored to meet your needs.

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