At Kovitz Investment Group, LLC^® (KIG), each relationship begins with personalized attention from an experienced asset manager who possesses a thorough understanding of financial markets. From the beginning, we will explain in detail our mission and our methods for generating long-term results. Our plan is to provide you with peace of mind, as you will understand why our process works. You will also see how we manage client assets as if they were our own. And you will appreciate our determination to improve upon our audited performance year after year.

Our clients include high net worth individuals, entrepreneurs, professionals and Fortune 500 executives. They come to us not only to help evaluate and execute their personal financial plans, but also for the significant resources, time, and energy required to implement, manage, and report on the progress of those plans.

The process begins with listening. We feel that it's important to hear first-hand your needs for asset growth, income and liquidity, principal protection, risk tolerance and tax minimization. After thoroughly assessing these issues, and gaining an in-depth understanding of your current financial situation, we will work with you and your other advisers to apply our proven philosophies in equity and fixed income management. We will also compliment these services with various alternative investment vehicles, if and when appropriate. Because we do not inventory stocks or bonds for sale to clients nor affiliate with any entity that does, there is no conflict of interest in these areas. The investment advice you receive from us remains independent and unbiased, with the sole purpose of maximizing return while minimizing risk.