Kovitz (formerly AFAM Capital)

Services Offered

• Investment management
• Financial planning
• Retirement planning
• Wealth accumulation
• Risk management

About

Kovitz is a financial consulting firm located in Aliso Viejo, California, specializing in providing investment management and financial planning services. The firm offers a range of services designed to assist individuals and families in achieving their financial goals, including retirement planning, wealth accumulation, and risk management. Kovitz serves a diverse clientele, focusing on creating customized strategies that align with their clients' long-term objectives. With a commitment to personalized guidance, Kovitz aims to help clients navigate their financial journeys effectively.

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Business Information