We are excited to announce that Kovitz (of which The Prudent Speculator is a part) has been named a Barron’s Top 100 RIA for 2023. We note that Barron’s Registered Investment Advisor (RIA) Rankings include some 15,000 RIAs in the United States!
As the founder of our firm Mitch Kovitz said: “We are incredibly honored to receive this recognition from Barron’s for the fifth year in a row. This milestone reflects our team’s tireless dedication to providing our clients with exceptional service and value-based investment solutions. Being named to this prestigious list reaffirms the strength and effectiveness of our client-centric philosophy.”
Joining Forces with Kovitz
The Prudent Speculator team joined forces with Kovitz five years ago and we are thrilled to say that the union has gone even better than we might have initially envisioned. On the Wealth Management side, the good folks in Chicago handle accounting, compliance, human resources, alternative investment management and many other vital functions. This allows us to focus on what we love: researching stocks, managing portfolios, writing about the markets in The Prudent Speculator and serving our private wealth clients.
One of the main reasons we aligned with Kovitz was the breadth of strategies and services available to their clients. The TPS Team, led by John Buckingham, are “equity people” and while we remain very optimistic about the long-term prospects of our broadly diversified portfolios of what we believe to be undervalued stocks, becoming part of Kovitz has allowed us to have additional strategies available for our clients focused within fixed income, hedged equity, specialty situations, and for accredited investors, private equity and multiple categories of private real estate to round out an overall asset allocation.
Holistic Wealth Management
And, equally important, we also offer comprehensive financial planning and retirement projections so we can more effectively partner with our clients to determine the best mix of investments as they strive to meet their investment objectives and long-term financial goals. In addition, we can counsel on issues like social security timing, and have team members that review estate plans.
We have worked with many of our clients on an extensive review of their full financial picture and we welcome the opportunity to speak with you about your specific situation.
We Want to Help You Achieve Your Financial Goals
To discuss in more detail our broad stable of wealth management strategies and services, please contact Jason R. Clark, CFA (firstname.lastname@example.org; 949.424.1013) at your convenience.
About the Barron’s 2023 List of Top 100 RIA Firms
Kovitz was recognized among the Top RIA rankings by Barron’s for the year ending June 30, 2023. Rankings are based on a proprietary survey used by Barron’s, which includes assets managed by the firm, technology spending, staff diversity, succession planning and other metrics. More information on the criteria can be found here. No application fee was paid by Kovitz to participate in the ranking. This ranking is not indicative of the firm’s past or future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.