Capital ASSET MANAGEMENT | Aliso Viejo, California
About Our Aliso Viejo Office
Kovitz Investment Group delivers personalized asset management services to individuals across the United States. Our office in Aliso Viejo, CA is where the AFAM division’s investment team is based. KIG’s Private Client Group delivers expert personalized wealth management for individuals seeking portfolio management. We also support select financial advisors through our mutual funds and separately managed accounts.
Are you looking for expert management of your portfolio of $500,000 to multi-millions? We want to help you achieve your investment goals. Let’s get started by completing this contact form.
Are you a financial advisor looking for investment options for your clients? Contact us to find out about our separately managed accounts and mutual funds.
Would you rather do your own investing? Consider The Prudent Speculator Newsletter.
*Past performance is not indicative of future results.
Please note that your answers shall be used to provide relevant information about our firm and the services we provide. It is not intended to be investment advice, a pre-cursor to investment advice, and shall not be utilized in the event that you decide to initiate services with Kovitz Investment Group Partners, LLC (“KIG”) or any division or product thereof.
Past performance is not indicative of future returns, and KIG does not represent that either the company or its products guarantee a positive outcome with respect to the statements above.