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.
As we begin the new year, Bob Huffman and Maury Fertig sat down to share their thoughts on the year that was 2022 and what themes we are looking to drive capital markets in 2023.
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Throughout the year, our team writes articles covering the key financial planning and investment management themes that we are monitoring. This year, we covered estate planning strategies, wealth-building steps for young investors, and opportunities within the closed-end fund market, to name a few things.
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Northbrook, IL — Relative Value Partners Group, LLC (“RVP”), a comprehensive wealth management firm based in Northbrook, Illinois, has been ranked as one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021. RVP’s $2.3 billion in AUM and 45.2% growth in assets earned the firm a place on the list.
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Read more about Relative Value Partners Named One of America’s 50 Fastest Growing RIA Firms
We are thrilled to announce that Relative Value Partners (“RVP”) has been ranked as one of SmartAsset’s “Top 50 Fastest-Growing Financial Advisor Firms” for 2022. To define the Top 50 Fastest-Growing Financial Advisor Firms, SmartAsset began by identifying all firms that are registered with the SEC and headquartered in the United States. Any firms with disclosures, firms that do not offer financial planning services, and firms with less than $500 million in AUM as of their March 2019 SEC filing were removed from consideration.
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We are pleased to announce that Relative Value Partners (“RVP”) has been ranked among the top RIAs in the country by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021.
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At Relative Value Partners, we work to provide strategic guidance and action for all areas of your financial life, from financial planning and investment management to tax planning, cash flow analysis, and estate planning.
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Read more about Year-End Planning: Six Key Areas to Review in Q4
A central piece of RVP’s investment commitment is to identify investment opportunities that can enhance the risk/reward profile of client portfolios. Closed-End Funds (CEFs) fit into this investment philosophy because they provide opportunities to buy assets below their underlying value and have other opportunistic features compared to more traditional security types, like ETFs.
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Read more about Closed-End Funds: Opportunities at Year-End
On May 19th, RVP hosted an event in partnership with WisdomTree Asset Management that featured insights from Dr. Jeremy Siegel. Dr. Siegel is the Russell E. Palmer Professor of Finance at Penn’s Wharton School and also a frequent economic commentator in the Wall Street Journal, CNBC, and Fox Business; in addition, he writes a regular column for Kiplinger.
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Your 20s and 30s are an exciting period, filled with major life events, important milestones, and new experiences. With retirement still 30 or 40 years away, it can be easy at this age to let financial planning and investing become a secondary—or even tertiary—focus.
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For many of our clients, leaving an enduring legacy is an essential element of their long-term financial goals. But as with ensuring that today’s investments are aligned with tomorrow’s objectives, it is necessary to have a strategic plan of action with respect to giving.
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