Private Client Insight: Allocations Framework

November 1, 2022

This Private Client Insight was written by The Prudent Speculator team and was originally distributed to clients, including those of Kovitz.

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The strategies discussed above are general guidelines and there are details and exceptions that might apply to your individual financial situation. We recommend consulting with your tax professional and wealth advisor team to devise solutions tailored to your specific needs.

Through our partnership with Kovitz, our team collaborates to make your wealth work for you. We are committed to ensuring that your comprehensive financial strategy is thoughtful, personalized and effective. For more details about our wealth management and asset management services, kindly reach out to Jason R. Clark, CFA at 949.424.1013 or jclark@kovitz.com.

About the Author

Christopher Quigley, CFA

Chris joined AFAM Capital in August of 2011 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. As a member of the investment team, Chris conducts fundamental research and analysis. He is responsible for identifying new investment opportunities and maintains company, industry, and macroeconomic models. Additionally, he is a regular contributor to the firm’s market commentary and newsletter. Chris earned a Bachelor of Arts degree in Economics from the University of Southern California in 2011. Chris is a CFA charterholder and a member of the CFA Society of Orange County.

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