Relative Value Partners manages customized discretionary accounts for wealthy families and small institutions. Our disciplined approach looks for value across sectors among the 1,000 closed-end funds and Exchange Traded Funds.

Our objective is to maximize long-term after-tax total return within well defined risk parameters. A large percentage of our liquid net worth is invested along side our clients.

“Relative Value Partners’ mission is to provide outstanding service and excellent performance at a fair price. We treat client assets as if they were our own”
–Maury Fertig & Bob Huffman, Founding Partners


Featured in Bloomberg - Relative Value Partners’ Fertig Digs out Discounted Funds to Beat S&P 500



 
 
 
 

(7/11/10) Sun-Times: Closed-end funds can open up income in flat market

(6/17/10) CNBC: Early Tick: Markets Featuring Maury Fertig

(1/07/10) Market Edge: Featuring Maury Fertig

(11/19/09) CNBC: Maury Fertig's Strategies and Picks

(10/16/09) Stock picking with Maury Fertig of Relative Value Partners

(9/29/09) Forbes.com: Closed-End Fund Bargains

(9/17/09) CNBC Market Alert: Stocks Open Mildly Lower

(8/20/09) Trading Underway: Featuring Maury Fertig

(8/3/09) MarketWatch: Digging Up Value in Dog Days of Summer

(7/21/09) The Wall Street Journal - Investors Beware: Closed-End Funds Trading at a Premium

 
 

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1033 Skokie Blvd. Suite 470 Northbrook, IL 60062 | Phone: 847-513-6300