Disclosure

Kovitz Investment Group, LLC (KIG) is an investment adviser registered under the Investment Advisors Act of 1940. The description of products, services, and performance results of KIG contained on this web site is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this web site is believed to be accurate and correct as of the date set forth. KIG does not have or accept responsibility or an obligation to update such information.

Business Continuity Plan

Kovitz Investment Group, LLC, Kovitz Securities, LLC and affiliates (collectively, “KIG”) have developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us – Even in the event of a significant business disruption, you can contact us as you usually do at 312.334.7300 (the nature of KIG’s phone service is such that an alternate number is not necessary) or, email us at info@kovitz.com, or go to our web site, www.kovitz.com. If you cannot access us through those means, and your account is held at Pershing, LLC (via Kovitz Securities, LLC), you should contact Pershing at 201.413.3635 for instructions on how it may assist you in order taking, cash disbursements, securities transfers and trades. Of course, you should always feel free to contact your KIG representative directly.

Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

For more information – If you have questions about our business continuity planning, you can contact us at 312.334.7300 or info@kovitzinvestment.com.

 

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