Managing Portfolios $1MM and above
Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions. RVP believes that asset allocation is the most critical component of a portfolio's total return and we work with clients to find a strategy that fits their financial needs and risk tolerance. RVP was founded in 2004 by Maury Fertig and Bob Huffman. Maury, Bob and the rest of the professional team have over 100 years of combined investment experience and continue to invest a substantial part of their personal assets alongside RVP's clients.
How a Chicago RIA grew to more than $700 Million
The history of how the two founding partners of RVP carved out a niche in the investment management space.
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The U.S. closed-end fund market is small, illiquid and dominated by individual investors as opposed to institutions, Maury Fertig says. That's why he and fellow Salomon Brothers institutional bond sales veteran Bob Huffman focused on the area when they started Relative Value Partners LLC in 2004.
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Relative Value Partners' Maury Fertig on the qualities his firm looks for in CEFs and where he sees opportunity today.
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Relative Value Partners Maury Fertig on the allure of closed-end funds for retail investors and how to spot opportunities in the asset class.
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