for private clients


There tend to be two types of successful people in this world. The first type does everything for themselves. They want to make sure everything is done exactly in their style. The second values teamwork, to pool ideas, talents and skills.

If you like the power of teams, then Kovitz Investment Group may be for you. Our Investment Teams, not any individual, drive all investment decisions.

Here are some other benefits of being a private client:
• Direct access to our portfolio managers*
• A company with several decades of combined experience
• Transparency of portfolio holdings and fee structure
• Assets held at third party custodians
• Complimentary subscription to The Prudent Speculator newsletter

You’ve worked hard and deserve to have a team of experts working for you. If you have $100,000 to multi-millions to invest, KIG looks forward to working with you.

When you are ready to tap into the power of teamwork, you will find us patiently waiting for you. Contact us and let’s get started.

Find Out More About Offerings for Private Clients

Investment Strategies

*Direct access applies to clients with more than $500,000 to invest. Clients may invest in TPS with a $100,000 minimum, but are not given access to the firm’s portfolio managers.

317-AFAM-9/27/2016

MENU