Kochis Fitz

Client Engagements

We only seek clients whom we hope and expect to remain clients forever. While often stated in terms of achieving clients’ personal financial goals, our fundamental objective is always to enhance the quality of our clients’ lives…the satisfaction, peace of mind, even freedom they enjoy as a result of our assisting them and their families with their financial accomplishments over the course of their lives. Our clients believe that the integration of personal financial planning and direct investment management provides them with the greatest strategic benefit and cost efficiency.

We also provide services to select groups of senior professionals or corporate executives. These group sponsored engagements are, in essence, individual engagements underwritten by a client’s employer or other sponsor. These arrangements are usually part of an overall executive compensation and benefits package and several of our current sponsorship relationships span more than twenty years. We have been retained by several prestigious public companies and professional firms to provide comprehensive financial advisory services to their most senior personnel.