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

Mitchell A. Kovitz, CPA, CFA

FOUNDER & CEO, KOVITZ

Mitchell A. Kovitz, CPA, CFA

FOUNDER & CEO, KOVITZ

Get in touch for more information.