• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Relative Value Partners

  • About
    • Our Company
    • Our Team
  • Individuals & Families
  • Institutions & Family Offices
  • Family Office Services
  • Newsroom
  • Contact

8 Questions to Ask Before Hiring a Wealth Advisor

Selecting a financial advisor can feel like an overwhelming task. After all, it’s not just the advisor you’re considering but the firm itself and everyone it employs. All of the team members, from the tax specialist to the client service manager, will have a hand in your financial health. To make the decision even more challenging, there are so many factors to consider. Do you agree with the firm’s investment philosophy? Does the firm offer services that match your individual needs? And, most importantly, can you trust the advisor to act in your best interest?

[Read more…] about 8 Questions to Ask Before Hiring a Wealth Advisor

Relative Value Partners Packs Books for At-Risk Children

On May 31st, 2018, nine members of our team – Greg Neer, Ernie MacVicar, Jeff Fosselman, JP McCleary, Bob Huffman, Catherine Goel, Doug Crimmins, Dave McGranahan and Pat Kacsur – volunteered to pack book bags at Bernie’s Book Bank in Lake Bluff.

[Read more…] about Relative Value Partners Packs Books for At-Risk Children
  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4

Primary Sidebar

Footer

1033 Skokie Blvd. Suite 470
Northbrook, IL 60062

(847) 513-6300

  Email Us

© Copyright Kovitz Investment Group Partners, LLC D/B/A Relative Value Partners. All Rights Reserved.

Disclaimer | Privacy Policy | ADV Part 2A | Legal | Form CRS
Built by Widely Interactive