Kochis Fitz

Investment Philosophy

Substantial wealth is created through successful participation in global economic activity…over the long-term. Kochis Fitz manages client's portfolios to harness the wealth creating power of global capital markets to deliver consistent, inexpensive, tax-efficient investment returns. In public markets, we predominantly use passive strategies. This permits us to deploy whatever tolerance for higher fees and appetite for more active risk that our clients may have in private investment opportunities.

Consequently, Kochis Fitz has built a flexible, aggressive, world-class investment platform designed to generate superior, risk-adjusted, after-tax returns to achieve each client’s financial goals. Employing true open architecture, we apply objective analysis to source, evaluate, and select “best in class” investments, wherever they are to be found.

Institutional Discipline but Individual Perspective. We thoroughly employ all the rigor of institutional manager selection and performance monitoring and analysis. However, since our clients are individuals, our investment strategies can reflect the decades, or even generations, long investment time frames that institutional fiduciaries cannot easily adopt. Consequently, Kochis Fitz clients usually develop investment plans that appropriately expect results even superior to those of institutional portfolios.

Risk Tolerance as a Derived Conclusion, Not an a priori Input. Clients' risk tolerance should be the result of the level of return necessary or desired to achieve clients' objectives. Kochis Fitz clients, making decisions about their own money, are thus free to properly accept levels of risk that institutional fiduciaries would rarely accept.