We provide high net worth individuals, institutions and financial professionals with asset management and advisory strategies.
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We implement our respected value stock investing strategies with a focus on The Prudent Speculator’s core tenets of Patience, Diversification and Selection. Learn More.
We work with you to develop target allocations that include all your investments, not just those managed by our team.
You define your retirement goals. Together, we create a custom plan that helps you reach them.
We understand the value of your legacy. Our team will analyze your current estate plans and propose enhancements that best suit your financial vision.
Smart financial planning is more than investment strategy. Together, we’ll assess your insurance needs and ensure you carry sufficient coverage.
Our comprehensive financial planning capabilities are extensive and touch on a wide range of areas, dependent on client-specific needs.
We manage our investment portfolios in-house and provide customized solutions that align you with your goals.
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.
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.
Our clients have access to a selection of proprietary investment offerings, which can be complementary to your existing investments and can improve diversification.
As an independently managed advisor, we are beholden to our clients alone, for whom we manage and advise on more than $1 billion in assets in the Orange County office. 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.
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 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.
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.
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 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.
Alyssa joined Kovitz in 2024 as a Wealth Management Associate. In this role, Alyssa is responsible for supporting the lead advisors of the Orange County team by executing a broad range of technical, client management, and client service support tasks, while also contributes to The Prudent Speculator in the area of Wealth Management. Before joining Kovitz, Alyssa earned a bachelor’s degree in finance from San Diego State University. She then gained valuable experience at Edward Jones, where she honed her skills in finance and client management. Outside of the office, Alyssa enjoys cooking, exercising, and spending time with friends and family.
Michelle joined Kovitz in 2020 and brings with her over 23 years in the investment industry, having previously worked at Bel Air Investments, UBS, and Morgan Stanley. Michelle is responsible for overseeing the maintenance of client accounts alongside our operational support team. In addition, Michelle oversees the delivery of important client communications. When not in the office, Michelle enjoys exploring what California has to offer.
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.
We publish helpful articles, guides and reports to support your investing education and long-term financial goals. In addition to the Private Wealth posts below, our Blog has a wide array of content covering all things finance.
