RVP offers comprehensive wealth management services for high-net-worth individuals, families, and institutions. We are committed to building trust through transparency and a personalized approach. We take an integrated approach to wealth management, providing you and your family with comprehensive guidance to help you accomplish your goals, live your desired lifestyle, and leave a lasting legacy.
We work with family offices, Registered Investment Advisors, broker-dealers, and foundations to provide specialized investment management services. We primarily serve entrepreneurial or independent institutions seeking a manager with niche expertise.
We work with family offices, Registered Investment Advisors, broker-dealers, and foundations to provide specialized investment management services. We primarily serve entrepreneurial or independent institutions seeking a manager with niche expertise.
Services
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.
RVP provides highly personalized wealth management solutions that are driven by your unique financial resources and objectives. Through our all-encompassing approach, we provide strategic guidance and action surrounding the key areas of your financial life: financial planning, investment management, tax planning, cash flow analysis, legacy planning, risk management, and philanthropy.
We work with Registered Investment Advisors, family offices, broker-dealers and foundations to provide specialized investment management services. We primarily serve entrepreneurial or independent institutions seeking a manager with a niche expertise. At RVP, we apply institutional-level analysis to markets that are typically dominated by retail investors.
CHICAGO - Relative Value Partners Group, LLC ("RVP"), an integrated wealth management firm based in Northbrook, Illinois that serves wealthy families and institutional clients nationwide, today announced a definitive agreement under which industry veteran Rebecca Deaton will join RVP. This transaction is part of a strategic initiative to expand the depth of the firm's planning services and partnership team.
Reviews
Be the first to review Relative Value Partners.
Write a Review
