MK

Mitch Kovitz

CEO

Kovitz Investment Group

Chicago, Illinois


Contact Information

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Company Information

Company
Kovitz Investment Group
Industry
financial services
Employees
150.0
Seniority
C suite
Annual Revenue
25000000.0

Technologies

DNS Made Easy Outlook MailChimp SPF Amazon AWS Salesforce Microsoft Office 365 Hubspot Netlify Mapbox Vimeo Google Tag Manager Cedexis Radar Mobile Friendly Adobe Media Optimizer AI Remote Basis

Keywords

investment management financial planning fixed income analysis wealth management equity strategies retirement planning alternative products tax advice family office trading investment advisory asset management high net worth client-centric approach long-term investment value investing financial strategy transparency client partnership risk management intrinsic value mergers & acquisitions fiduciary duty financial performance research-driven active management team expertise national presence service offerings wealth preservation portfolio management client trust alternative investments community engagement employee development regulatory compliance financial literacy tax strategies customized solutions trustee services charitable giving liquidity strategies financial independence business continuity planning operational excellence personalized service client education market analysis economic insights discipline patience fund performance transitional wealth financial goals investment philosophy holistic planning high net worth individuals estate planning insurance advisory tax planning customized strategies disciplined approach fiduciary responsibility proprietary investment strategies diversified portfolios financial professionals institutional clients transparent fees capital preservation client-centric service financial education market commentary industrial real estate etf management prudent speculator newsletter chicago-based focus financial partners financial services law practice legal services

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