Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.
Disclosure Statement
Relative Value Partners is d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”) an investment adviser registered with the United States Securities and Exchange Commission (SEC). SEC registration does not constitute an endorsement of Relative Value Partners by the SEC nor does it indicate that Relative Value Partners has attained a particular level of skill or ability. This web site is limited to the dissemination of general information
pertaining to its investment advisory/management services. Investing in the stock market involves the risk of loss that clients should be prepared to bear. Any subsequent, direct communication by Relative Value Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Kovitz, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
This site may provide links to other web sites. Third parties, over whom Relative Value Partners exercises no control, maintain these web sites. Relative Value Partners expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party web sites. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Relative Value Partners, nor Kovitz, is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto.
Any commentary that cannot be removed by Advisor placed by a third party for circumstances relating to the third-party site or on the Advisor’s site should not be interpreted as an endorsement or testimonial by the Advisor.
For additional information about Relative Value Partners, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.
Awards Disclosure
Relative Value Partners is now a division of Kovitz and its registered investment adviser. Relative Value Partners achieved this award while they were Relative Value Partners, prior to the acquisition with Kovitz. The basis of the award did not change due to the acquisition by Kovitz and is still material to Relative Value Partners.