John Erickson Email & Phone Number

John concentrates on the construction and management of client portfolios, especially those with income or capital preservation objectives. He enjoys working with clients who share KIG’s “margin of safety” investment philosophy, which attempts to minimize a permanent loss of capital. Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service and sound investment selection, while putting clients’ interests first. KIG values its trusted advisor position in each client’s financial affairs and continually works to earn this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions.

Listed skills include Wealth Management, Investment Management, and Retirement Planning.