A refreshingly personal approach to wealth management
Talk to our experienced team of wealth advisors, investment research analysts and financial planners at Kovitz today.
Contact UsLearn what we can do for you.
We provide high net worth individuals, institutions and financial professionals with asset management and advisory strategies.
Provide a few details in this form and we’ll reach out to you shortly.
Features
Our comprehensive Private Client Services include:
- Managed Stock Portfolios
We implement our respected value stock investing strategies with a focus on The Prudent Speculator’s core tenets of Patience, Diversification and Selection. Read more. - Asset Allocation Counsel
We work with you to develop target allocations that include all your investments, not just those managed by Kovitz. Read more. - Retirement Planning
You define your retirement goals. Together, we create a custom plan that helps you reach them. Read more. - Estate Planning
We understand the value of your legacy. Our team will analyze your current estate plans and propose enhancements that best suit your financial vision. Read more. - Insurance Advisory
Smart financial planning is more than investment strategy. Together, we’ll assess your insurance needs and ensure you carry sufficient coverage. Read more.
- Financial Planning
Our comprehensive financial planning capabilities are extensive and touch on a wide range of areas, dependent on client-specific needs. Read more. - Personalized Management
We manage our investment portfolios in-house and provide customized solutions that align you with your goals. Read more. - Strategic Philanthropy + Giving
You may wish to enhance your legacy through philanthropy and charitable giving. Our team of advisors can help you maximize the impact of your gifts. Read more. - Tax Strategy
Working alongside your personal tax professional, our team will help analyze your savings opportunities and provide the clearest picture of how taxes may impact your financial future. Read more. - Proprietary Strategies
Our clients have access to a selection of proprietary investment offerings, which can be complementary to your existing investments and can improve diversification. Read more.
Schedule a free consultation today and start investing with confidence
As an independently managed advisor, we are beholden to our clients alone, for whom we manage and advise on more than $6B in assets. We focus on long-term investment solutions, backed by our own stringent research.
A member of our team will gather some additional information in order for us to best serve you and your unique needs.
Meet your wealth management team
John Buckingham
Principal, Portfolio Manager
Principal, Portfolio Manager
John has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 45 years. He chairs the Value division’s Investment Committee, leading a team that performs comprehensive investment research and financial market analysis. You may recognize John from his contributions to Barron’s, The Wall Street Journal and Forbes, as well as frequent interviews on CNBC, Bloomberg and Fox Business News.
Jason Clark, CFA
Principal, Portfolio Manager
Principal, Portfolio Manager
Jason is responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he works directly with clients to provide customized account management. After serving in the United States Navy, Jason earned a Bachelor of Arts degree in finance, summa cum laude, from the University of West Florida. Jason is a CFA® charterholder and a member of the CFA Society of Orange County.
Christopher Quigley, CFA
Senior Research Analyst
Senior Research Analyst
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. Chris earned a Bachelor of Arts degree in Economics from the University of Southern California. Chris is a CFA® charterholder and a member of the CFA Society of Orange County.
Zachary Tart
Portfolio and Research Associate
Portfolio and Research Associate
Zack joined Kovitz in 2019, where he performs fundamental research for the firm’s equity strategies and works with clients to provide customized account management. He also contributes to the firm’s Market Commentary and Newsletter content. Prior to joining the firm, Zack was an analyst with a regional trust company and an independent wealth management practice. He is a veteran of the United States Navy with a Bachelor of Science in Ag Business Management from North Carolina State University and passed the Level I exam in the CFA® Program.
Phil Edwards
Business Development Associate
Business Development Associate
Phil joined Kovitz in 2020 as a Business Development Analyst. Phil is responsible for the administration and execution of various tasks related to The Prudent Speculator, a Kovitz owned subscription-based newsletter. In addition, Phil is charged with analyzing and distributing content and various reports to key stakeholders. He is a graduate of Morehouse College in Atlanta, where he studied economics.
Our unique approach
We pride ourselves on collaborating closely with our clients in their investment decision-making process as they pursue their long-term financial goals.
Value Strategy
We have never wavered in our commitment to the time-tested value investing methodology we’ve implemented for 45+ years, with extensive experience on the investment team dating back to 1987.
Hands-On + Personal
Your advisor is a voting member of the investment team. This differentiates us from other firms, as our portfolio management decisions never get lost down the chain of command.
Advising with Integrity
We invest right alongside our clients. Each member of the investment team has the lion's share of their personal net worth in the same strategies we implement for clients. We happily eat our own cooking.Access our most popular stock
investing resources on our blog
We consistently publish helpful articles, guides and
reports to support your investing education and
long-term financial goals.
Follow us for stock market
updates and insights.
20 EnterpriseSuite 305Aliso Viejo, CA 92656(800) 258-7786info@theprudentspeculator.comPrivacy PolicySite Disclosures© 2024 All Rights Reserved