Regulatory Filings

    (including Form CRS Relationship Summary)

     

     

    TO OUR CLIENTS:

     

    Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

     

    Privacy Policy

    Form ADV – Part 3/Form CRS Relationship Summary – Kovitz Investment Group Partners, LLC d/b/a Telemus Capital

    Form ADV – Part 2A - Kovitz Investment Group Partners, LLC d/b/a Telemus Capital

    Form ADV – Part 2B - Kovitz Investment Group Partners, LLC d/b/a Telemus Capital