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Home > Financial Services > Stock Brokers > Kovitz Securities, Inc.
Kovitz Securities, Inc.
Kovitz Securities, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Kovitz Investment Group's approach to investing in equities is based on the methodology pioneered by Benjamin Graham, and as further developed and modified by Warren Buffett and Charlie Munger of Berkshire Hathaway. Mr. Graham distilled the secret of sound investment in three words Margin of Safety.
This simple concept has become the cornerstone of the Group's investment philosophy. While they strive to maximize return, they believe that the primary and overriding investment criterion should be safety of principal with a focus on minimizing permanent loss of capital.
At Kovitz Investment Group each relationship begins with personalized attention from an experienced asset manager who possesses a thorough understanding of financial markets. From the beginning, they will explain in detail their mission and their methods for generating long-term results.
Their plan is to provide you with peace of mind, as you will understand why their process works. You will also see how we manage client assets as if they were their own. And you will appreciate their determination to improve upon their audited performance year after year.
Their portfolio management philosophy focuses on how their general principles meet their client's personal needs and circumstances. Their relationship with you rests on personalized attention and performance over time. Their process and decision making criteria are tailored to meet your needs.
They begin with a comprehensive consulting process designed to determine the nature of your existing financial condition and your objectives for asset growth, income and liquidity, principal protection, risk tolerance and tax minimization.
They consider investments in common stocks as units of ownership in a business. They don't, therefore, regard themselves as just traders of pieces of paper, but rather as part owners of tangible businesses.
They focus on companies which they believe have exceptional business models, superior financial strength, and strong, sustainable competitive positions.
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