SMART STRATEGIES

For the Road Ahead.

Kovitz has partnered with various types of institutions and developed long-term relationships with financial advisory firms that recommend our strategies for inclusion in their client portfolios.

EQUITY

Core Equity

ValuePlus

Small-Mid Dividend Value

Dividend Income

FIXED INCOME

Tax Exempt

Taxable

MUTUAL FUNDS

Core Equity ETF

Al Frank

Absolute Capital Opportunities

ALTERNATIVES

Hedged Equity

Diversified Real Estate

Industrial Real Estate

Core Equity

INCEPTION DATE

Core Equity

OBJECTIVE

The Kovitz Core Equity Strategy seeks to achieve superior risk adjusted returns by implementing a private owner investment philosophy with a multi-year time horizon.

PORTFOLIO MANAGERS
A middle-aged man with a beard and bald head, dressed in a blue suit and white shirt, smiling against a plain light background.

Mitchell A. Kovitz, CPA, CFA

FOUNDER & CEO, KOVITZ
A middle-aged man with a bald head, short gray beard, wearing a navy blue suit and a light blue tie, smiling against a plain light background.

Mitchell A. Kovitz, CPA, CFA

FOUNDER & CEO, KOVITZ

Get in touch for more information.