What We Believe

  • Serving clients with integrity, accountability, discipline and independent analysis.
  • Acting solely in our clients' best interests.
  • Managing our clients' assets as if they were our own.
  • Investing in companies with solid business models, predictable cash flows and superior competitive positions.
  • Investing only in situations that offer an opportunity to provide a "margin of safety".
  • Investment decisions should not be focused on generating short-term performance, but rather on maximizing long-term net worth.
  • Being reasonably certain of a good result rather than hopeful of a great one.
  • The pursuit of excellence.
 

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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.