Strategic Wealth Partners: What sets it apart? It’s all in the name

Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

November 05, 2018

Read this case study from Equity Magazine featuring David Copeland:

Investments

Market Dynamics and Consumer Sentiment: Understanding the Current Landscape

As we move through 2025, financial markets are experiencing notable shifts, reflecting both broader economic factors and investor sentiment. These recent trends have been highlighted by the year-to-date under performance...

Financial Planning

Stone Age Software in a Silicon World

I love to read. The books I am drawn to make me feel like an anthropologist from another planet studying the peculiarities of humans – how did they get to...

Investments

Exploring the Complexities of Traditional Private Equity Investing

Recently, my colleague Tom Buhrmann wrote A Primer on Private Equity. At a high level, he covers reasons why some investors should consider private equity investing, what the different types of private equity are, and private equity structures.