An integrated approach supporting your family, lifestyle and legacy.
Founded in 2004 by industry veterans Maury Fertig and Bob Huffman, Relative Value Partners offers holistic wealth management services to high-net-worth individuals, families and institutions. What started out as an investment management firm specializing in a balanced strategy, has since evolved into a comprehensive wealth management firm offering a full spectrum of services spanning multiple investment strategies, financial planning, estate planning, tax planning and more.
RVP became a Focus Financial partner firm in 2015. Focus is a leading international partnership of independent, fiduciary wealth management firms, and provides our team with operational support and a network for sharing of best practices.
A culture built on performance.
While our services and team have expanded to meet our clients’ needs, what hasn’t changed is our “culture of performance.” Since day one, our commitment to help you reach your financial goals through sound strategies, proactive communication and personalized service has remained at the core of what we do. We value transparency and honesty, publishing our performance regularly and showcasing our long-term track records – moves that many competitors shy away from.
A “relative value” investing philosophy.
Like our name suggests, we apply a “relative value” discipline to each investment decision we make. We believe an investment’s attractiveness cannot be viewed in isolation, but must be considered in terms of risk, liquidity and expected return relative to the many opportunities across the investment landscape. Consistent with these principles, we combine the scientific rigor of academic research with our own investment experience and our clients’ specific objectives to build intelligent plans and portfolios.
A team on your side, invested side-by-side.
We value your trust. So much so, we treat you and your family as we would our own. We are invested right alongside you – a true team approach that reinforces our culture of performance.
Further, you don’t interact with a call center. At RVP, you have direct access to key decision makers. We take the time to understand your needs and opportunities, and expertly craft a strategy and plan tailored to your specific goals.