Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Relative Value Partners, Northbrook, IL
Focus Partner since June 2015
“ Joining Focus will allow us to maintain independence while leveraging Focus’ capabilities and capital to help RVP expand its service offering to include more holistic wealth management capabilities to our client base through strategic hires and acquisitions,”— Maury Fertig, Co-Founder and Chief Investment Officer of RVP.
Relative Value Partners was founded in 2004 as an SEC registered investment advisor by Maury Fertig and Bob Huffman. Maury and Bob bring an institutional methodology to high net worth individuals, family offices and small institutions.
The Relative Value Partners’ name stems from the institutional approach of staying fully invested in the market at all times, but selecting the asset classes and sectors that offer the best relative value. RVP believes that markets are mean reverting over time. As such, RVP looks for asset classes or sectors that are currently trading at historically low valuations. RVP can be characterized as a multi-cap manager with a go anywhere style. We build extremely well diversified portfolios using a disciplined investment approach. RVP’s niche is closed-end funds and exchange traded funds (ETFs) where it is constantly looking for mean reversion opportunities.