Kovitz Investment Group

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Description

  • Kovitz Investment Group manages assets of approximately $3 billion across over 1,000 client relationships through its management of separately managed accounts, hedge funds, real estate funds and a mutual fund. Kovitz is one of the ten largest independently owned registered investment advisors in the Chicago area*, yet is agile enough to take advantage of market opportunities for its clients benefit.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 clients financial affairs and continually works to earn and maintain 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.*Based on Year-End 2015 Assets (discretionary and non-discretionary assets under management as reported on Form ADV). Financial Advisors RIA Ranking 2016 Financial Advisor Jul. 1 2016
  • location

    Headquarters:115 South Lasalle Street , Chicago, Illinois, United States

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  • Kovitz Investment Group phone

    Phone Number: +1 312-334-7300

  • Kovitz Investment Group website

    Website:

  • Kovitz Investment Group employees

    Employees:37

  • Kovitz Investment Group revenue

    Revenue:$10 - 50M

  • Kovitz Investment Group legal name

    Legal Name:Kovitz Investment Group

  • Kovitz Investment Group's Social Media

    Kovitz Investment Group linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Kovitz Investment Group

Mitch Kovitz

Chief Executive Officer

Person level website visitor identification

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View Employees

John Buckingham

Chief Investment Officer

Marc Brenner

President At Kovitz Investment Group

Patrick Wiese

Chief Information Officer

Catherine Smith

Vice President - Operations

Rich Salerno

Director Of Fixed Income

Frequently Asked Questions regarding Kovitz Investment Group

  • Where are Kovitz Investment Group's Headquarters?

    Kovitz Investment Group's Headquarters are in 115 South Lasalle Street ,Chicago,Illinois,United States

  • What is Kovitz Investment Group's phone number?

    Kovitz Investment Group's phone number is +1 312-334-7300

  • What is Kovitz Investment Group's Revenue?

    Kovitz Investment Group's revenue is $10 - 50M

  • What is Kovitz Investment Group's NAICS code?

    Kovitz Investment Group's NAICS code is 523930

  • How many employees are working in Kovitz Investment Group

    Kovitz Investment Group has 37 employees

  • What is Kovitz Investment Group's Industry?

    Kovitz Investment Group is in the industry of Investment Management

  • Who is Kovitz Investment Group's CEO?

    Kovitz Investment Group's CEO is Mitch Kovitz

  • Who is Kovitz Investment Group's Chief Investment Officer?

    Kovitz Investment Group's Chief Investment Officer is John Buckingham

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