About Our Firm

 

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 the full spectrum of services: financial planning, investment management, and tax planning.

In 2015, RVP became a partner firm of Focus Financial Partners. Focus is a leading international partnership of independent, fiduciary wealth management firms, and provides our team with operational support, access to leading technology, and a network for sharing of best practices.

What is a “relative value” philosophy?

As our name suggests, we apply a “relative value” philosophy on behalf of our clients.

For our wealth management clients, this relative value philosophy means an unwavering commitment to understanding your financial life and defining the action items that will provide the greatest value to you and your family, considering the universe of options available.

For institutional clients, this means that we apply a rigorous approach to investment management, one which views an asset’s attractiveness in relation to the many other investment opportunities available.

For all clients, we combine academic research, our decades of experience, and our client’s unique objectives to build highly personalized financial 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.

Furthermore, as a client, you will have direct access to key decision-makers on our team. We take the time to understand your needs and opportunities, and expertly craft a strategy and plan tailored to your specific goals.