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 part of their personal assets alongside RVP's clients.

Investment Management

Relative Value Partners, LLC

Relative Value Partners, LLC's headquarters in Northbrook, IL, United States

Robert Huffman Iii

Catherine Goel

Maury Fertig

Brian Roselle

The Client Relationship and Service Team at Relative Value Partners, LLC is dedicated to fostering strong, personalized relationships with clients while delivering exceptional service and support. The team collaborates closely with clients to understand their unique financial goals and risk tolerances, ensuring that they receive tailored investment strategies and ongoing guidance. By leveraging their extensive expertise, team members work to enhance client satisfaction and build long-term partnerships, ultimately contributing to clients' financial success.

Client Relationship and Service Team

The Leadership Team at Relative Value Partners, LLC is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company's investment philosophy and client service objectives. This team, composed of seasoned professionals with extensive industry experience, oversees operational compliance, client relationships, and portfolio management, while fostering a culture of integrity and collaboration to effectively meet the financial needs of clients.

Leadership Team

The Investment and Trading Team at Relative Value Partners, LLC is responsible for developing and implementing customized investment strategies that align with clients' financial goals and risk profiles. This team leverages in-depth market research and analysis to identify value-driven investment opportunities, while actively managing and trading assets to optimize portfolio performance. By collaborating closely with clients and utilizing a rigorous asset allocation approach, they aim to maximize returns while mitigating risks.

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Relative Value Partners, LLC

Org chart

Teams

Client Relationship and Service Team

Leadership Team

Investment and Trading Team

Offices

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Relative Value Partners, LLC

Org chart

Teams

Client Relationship and Service Team

Leadership Team

Investment and Trading Team

Offices

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