About Kovitz
Kovitz is a financial services firm based in Chicago, Illinois, specializing in investment management and advisory services. The firm focuses on providing tailored investment solutions to individuals, families, and institutions, emphasizing a client-centric approach. Kovitz employs a disciplined investment process that integrates fundamental research and risk management to achieve long-term financial goals for its clients. The firm is committed to transparency and building lasting relationships with its clients, ensuring that their investment strategies align with their unique objectives and values. Kovitz also engages in philanthropic efforts and community involvement, reflecting its commitment to social responsibility.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Wealth Management, Financial Advisory, Portfolio Management, Asset Management
- Location
- Chicago, United States
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2003
Products and services
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