Kovitz Investment Group | Madison, Wisconsin
8000 Excelsior Dr
Madison, WI 53717
About Our Madison Office
In 2019, Northern Capital Management (NorCap) joined Kovitz Investment Group Partners, LLC (KIG), one of Chicago’s most prominent registered investment advisors, sharing a steadfast belief in the financial opportunities of long-term investing, and the importance of comprehensive wealth management. Founded in 2003, KIG remains independently managed and is dedicated to providing best-in-class investment and wealth management solutions to high net worth individuals and institutions. The firm currently employs over 70 professionals and manages nearly $4 billion in assets through separately managed accounts, hedge funds, and other vehicles.
NorCap manages financial assets for individual and institutional investors. While our portfolio management has evolved and grown with our clients’ needs, the focus and mission of the firm has remained constant: to provide outstanding service and investment performance to each client on an individual basis.
Each of our portfolios is managed to meet a client’s individual needs, yet all share the common goal of maximizing returns at a controlled risk level. We accomplish this objective through a disciplined approach that begins with understanding each client’s investment goals and risk tolerances. NorCap manages a variety of equity, balanced and fixed income portfolios based on our core belief that investors will achieve superior returns by holding a diversified portfolio of securities.
At NorCap, we are proud of our long history of providing clients with value-added investment services and are committed to continuing this tradition.