Kovitz Investment Group Partners

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Kovitz Investment Group Partners — overview

About

Kovitz Investment Group Partners was a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include wealth management, investment management, family office services, retirement planning, and funds to individuals, high-net-worth individuals, trusts, institutions, retirement & profit-sharing plans, charitable foundations, small businesses, institutional clients, and state & municipal government. In April 2024, Focus Financial Partners Inc. agreed to join Kovitz Investment Group Partners. In June 2024, Family Asset Management, LLC, agreed to join Kovitz Investment Group Partners. In May 2024, Kovitz Management completed the acquisition of NorthCoast Asset Management. In Jan, 2026 Kovitz Investment Group officially joined Focus Partners Wealth, LLC.

Kovitz Investment Group Partners - known decision makers (194)

Position	Location	Asset Class
Director, Finance And Accounting	Chicago, US	PEREHFPD
Wealth Planning Analyst	Southfield, US	PEREHFPD
Analyst, Research and Trading	Deerfield, US	PEREHFPD
Assistant Portfolio Manager	Madison, US	PEREHFPD
Assistant Vice President	Dallas, US	PEREHFPD

Showing 5 of 194 known decision makers Kovitz Investment Group Partners

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