Kovitz Investment Group is a value-based wealth management firm headquartered in Chicago, IL, with additional offices in Orange County, CA, Madison, WI, and North Shore, IL. Their long-tenured team prioritizes knowledge and logic over emotion, providing excellent service to clients and employees. With a disciplined and patient approach, they filter out market noise to seek long-term value and deliver an unparalleled investment experience through a transparent fee structure.
Guided by their core values of discipline, patience, and an owner mindset, Kovitz Investment Group acts as partners with their clients, investing side-by-side to achieve long-term performance. Their commitment to delivering value is reflected in their simple and transparent fee structure, ensuring a seamless and exceptional experience for their clients.
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