Kovitz Investment Group

Based in Illinois, US, Kovitz Investment Group operates as a wealth management firm that provides high-net-worth individuals, institutions, and financial professionals with sound asset management and advisory strategies. The company was founded by Rudy Adolf (CEO). In January 2016, Focus Financial Partners Inc. , a portfolio company of Summit Partners, Polaris Partners, and Centerbridge Partners, along with Vestor Capital, Strategic Wealth Partners, and Relative Value Partners, acquired Kovitz Investment Group.

  The company offers a range of wealth management and investment services, including portfolio management, financial planning, and the publication of periodicals or newsletters. The company caters to individuals, institutions, and financial professionals, providing advisory services and investment management. Additionally, Kovitz Investment Group is known for its independently managed investment strategies and its fundamental, research-driven approach to building diversified portfolios of equity investments. Furthermore, they offer the Kovitz Core Equity ETF, which seeks long-term capital appreciation through a fundamental, research-driven process to build diversified portfolios of equity investments.

The firm treats financial planning and wealth management as active processes, working with clients to identify and implement decisions that suit their needs.