Kovitz is a trusted asset management and advisory firm based in Madison, WI, serving high net worth individuals, institutions, and financial professionals. With a focus on long-term investment solutions and rigorous research, they work closely with clients to implement tailored financial planning and wealth management strategies.
As an independently managed advisor, Kovitz is committed to their clients' best interests, managing and advising on over $7.68 billion in assets. Their disciplined approach avoids market predictions, instead assessing intrinsic value to make informed investment decisions, while their patient outlook emphasizes long-term success over short-term volatility. By prioritizing intrinsic value and minimizing downside risk, Kovitz aims to generate substantial gains for their clients.
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