What We Believe • The Kovitz Difference • Team Approach • Mission Statement • Principal Biographies • Portfolio Managers Biographies

Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service and sound investment selection, while putting clients’ interests first. KIG values its trusted advisor position in each client’s financial affairs and continually works to earn this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions.