Kovitz Investment Group enjoys a team-like culture that is evident both in and out of the office. We call ourselves a family because we frequently socialize after-hours together, participate in friendly FitBit competitions and create company sports teams for local leagues.

Our mission is to use our skills and expertise to benefit those in need. We strive to do this in the financial services realm by providing strategies for families, institutions and advisors to help meet their investment objectives. We also believe in giving back, so we volunteer in our local communities – Chicago, IL, Aliso Viejo, California, and in Austin, Texas.


August 2016 & 2017: Sponsored a table at the Texas 4000 Tribute Gala

The Texas 4000 Tribute Gala is an event that celebrates the riders journey and their return to Austin. Texas 4000 for Cancer is an organization that shares hope, knowledge and charity through leadership development, grantmaking, and our cornerstone event, a 4,000+ mile bike ride from Austin to Anchorage.

Fall 2015: Sponsored the Lake Travis High School football program

Lake Travis High School is a local high school that promotes teamwork and dedication through their athletic programs.

August 2015: Donation to Jesse Stratton, a local musician who is donating all proceeds of his song, “Wimberly”, to My Neighbors Keeper

Jesse Stratton is a local musician who will be donating all proceeds from hiw song “Wimberly” to My Neighbors Keeper, an organization that assists the victims of the May 2015 flooding in Wimberly, Texas.

Summer 2015: Sponsored a hole at the ClubCorp Charity Classic Golf Tournament

The ClubCorp Charity Golf Tournament was held in Lakeway, Texas and benefitted Auge’s Quest, the Lake Travis Education Fund, and ClubCorp’s Employee Partners Care Foundation.

December 2014: Our Austin team volunteered at the Austin Food Bank for Operation Blue Santa

Operation Blue Santa is a non-profit that provides toys and food to local families in need during the holiday season.

2013 & 2014: Our Aliso Viejo team consistently volunteers at the Friendship Shelter

The Friendship Shelter a non-profit located in Laguna Beach that provides meals, housing and counseling services to homeless adults. It has 32 long-term housing spots for adults in Laguna Beach and 24 long-term transition housing spots in San Clemente. The shelter requires residents to find work within two weeks of arriving and save 80% of their paychecks for future housing. This is an important launch pad for people to get back on their feet