Most clients have different investment goals that depend on their age or risk tolerance. After decades of working with clients just like you, we recognize the need for a straightforward approach when it comes to your portfolio. First, we start with an interview to find out your needs and objectives. Then together we decide which strategy or combination of strategies that we believe will be the best fit for your investment objectives.
Equity (Stock) Strategies
Kovitz Investment Group focuses on value investing. The five strategies below give investors the opportunity to have their portfolio professionally managed by the same team responsible for the renowned Prudent Speculator newsletter.
The hybrid strategies are portfolios with dynamic allocations to domestic stocks, international equity, and global fixed income designed to target long-term capital appreciation and income.
The descriptions above are intended as a summarization only; please refer to our Brochure (Form ADV Part 2) for more comprehensive information regarding each portfolio. Investing involves risk, and loss of principal is possible. We cannot assure that any investment will achieve its intended objective. You must make your own investment decisions and determine if the investment strategies you select are appropriate and consistent with your overall investment objectives.