Kovitz Email Format

Financial ServicesIllinois, United States51-200 Employees

Kovitz is a financial services firm that connects high net worth individuals, institutions, and financial professionals to customized asset management and advisory strategies. The firm emphasizes long-term investment solutions grounded in its own stringent research. It treats financial planning and wealth management as active processes, working with clients to identify and implement decisions that align with their needs. Kovitz Investment Group Partners, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and provides investment management services to individual and institutional clients.

Based in Chicago, Illinois, Kovitz operates within the financial services industry with a focus on asset management and advisory services for a diverse client base. It is a mid-sized firm that maintains regulatory documents and other governance materials on its website to support its compliance posture.

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