Kovitz

Exciting news: Transform Wealth has agreed to join Kovitz!  Headquartered in Denver, CO, Transform Wealth brings a talented team of advisors and leaders with deep expertise in wealth management, investment management, comprehensive financial planning, and estate and generational planning. This growth allows us to extend our reach nationally and enhance our service offerings. “We’re proud to welcome the Transform Wealth team to Kovitz, as they have a long history of prioritizing clients and offering financial planning and investment tools that keep pace with evolving client needs,” said Mitchell Kovitz, CEO of Kovitz, a Focus Partners Firm, and Vice Chairman of Focus Financial Partners. “We look forward to expanding our Mountain West presence by adding this talented team.”     Read the full press release here: https://lnkd.in/eJ9gPZis Welcome, Transform Wealth!  #KovitzGrowth #TransformWealth #FocusPartners 

Wrapping up this quarter’s Fixed Income Commentary from Jesse Stumpf! Gain valuable insights into the current market and how it impacts your investment strategy. Click to read: https://hubs.la/Q033qZGy0

Matt Hayner shares fresh perspectives in our Core Equity Commentary. Dive into his analysis of the equity market and quarterly performance. Click here to read: https://hubs.la/Q033r0S10

Unlock the latest market trends with insights from Jason Petitte in our newest Market Insights edition. Stay tuned for more commentaries this week and early next week! #marketinsights Click here to read: https://hubs.la/Q033xFKY0

As we near the end of the year, Kovitz is proud to reflect on our remarkable journey. This year, we've had the honor of welcoming six Focus Partner firms to our family. Today, we are delighted to announce that our deal with Fort Pitt Capital Group officially closed, bringing our total to seven new additions. This growth allows us to extend our reach nationally, enhance our investment and service offerings, and strengthen our advisory and operational talent. We warmly welcome the teams and clients of Telemus, Strategic Wealth Partners (SWP), NorthCoast Asset Management, IFAM Capital, TMD Wealth Management, Relative Value Partners, LLC, and now, Fort Pitt Capital Group. Together, we are dedicated to putting the client first and upholding the Kovitz legacy of exceptional service. Thank you to everyone who has been part of this journey. We look forward to continuing our mission of providing outstanding service to our clients in the coming year.

Wrapping up this quarter's newsletter with the final installment! Jonathan Shapiro, one of our principals and key members of the investment team, delivers an in-depth recap of market movements and portfolio updates. Read More: https://hubs.ly/Q02TX-vQ0

In part two of our quarterly newsletter, Jason Petitte delves into the topic of artificial intelligence—but not with bold predictions. Instead, he emphasizes a timeless principle: whether AI proves to be a revolution or simply an evolution, the key to long-term financial success lies in maintaining discipline and avoiding overreactions. Insights | Kovitz Market Insights 3Q24 https://hubs.la/Q02TlcnK0

The latest edition of our quarterly newsletter has arrived! Kicking things off, Jesse Stumpf, our Director of Fixed Income, offers a fresh perspective on fixed income trends. Stay with us throughout the week for more valuable updates! Insights | Kovitz Fixed Income Commentary 3Q 2024 https://hubs.la/Q02Tlq180

It's award season, and we're thrilled to announce that Kovitz has been named to the Forbes List of Top RIA Firms for 2024! 🎉 For the second consecutive year, we've earned a spot on this prestigious list. This achievement makes us even more grateful to our incredible clients and dedicated teammates. Thank you for your continued trust and support! “We are incredibly honored to once again be recognized by Forbes as one of America’s Top RIA Firms. This recognition highlights our team's dedication, expertise, and the trust our clients place in us. We are thankful to our clients for their continued trust and our dedicated staff whose hard work and commitment have made this achievement possible.” Mitch Kovitz, CEO of Kovitz Read More: https://hubs.la/Q02SLwKk0

Exciting News! Fellow Focus Financial Partners firm, Fort Pitt Capital Group, has agreed to join Kovitz! This strategic combination will enable Fort Pitt to leverage Kovitz’s extensive suite of tools and expanded investment capabilities. By combining the strengths of both firms, we will continue to expand and enhance our capabilities, providing even greater value and expertise to our clients. The merger, expected to close in the fourth quarter of 2024 subject to customary closing conditions, marks the 7th Focus partner firm to join Kovitz this year. “We are thrilled to have this talented team join our firm and look forward to gaining access to even more capabilities and expertise for our own clients.” Mitch Kovitz, Co-Founder & CEO Read the full press release for more details. #Kovitz #FortPitt #Merger #Investment #FinancialPlanning #ClientFirst https://hubs.la/Q02R-4kd0