Greetings!
We are a team of investment professionals at Kovitz. We write The Prudent Speculator newsletter and manage a series of stock strategies, all of which are firmly planted in the Value category. By Value, we mean we like stocks that trade well below our estimates of their future worth.
The newsletter, weekly market commentaries and other periodic communications form the base by which we communicate with our subscribers and wealth management clients.
Our goal is to keep our readers and clients on the long-term path to financial success (we often quip the secret to investing in stocks is to not get scared out of them!), and we do that in ways that are unique to each individual client.
