Katz Family Financial
Investment ManagementVirginia, United States2-10 Employees
We’re a family-run, boutique investment firm with 55 years of research and asset management experience — and over 100 years of combined experience. We take pride in our disciplined research and active portfolio management, both guided by our proprietary research model and our goal of beating the market. We work with families, individuals, and organizations, offering a personalized approach that goes beyond investment strategy. As personal portfolio managers and trusted advisors, we support our clients across all areas of their financial lives.