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.
CEF Market Update
In this video Maury discusses the current state of the fixed income closed-end fund market as well as some opportunities going forward.Read More
A Great Seasonal Opportunity
Interview in Forbes of Maury Fertig, CPA, Co-founder and Chief Investment Officer, Relative Value Partners LLCRead More
Closed-End Bond-Fund Bargains
Discounts on closed-end funds typically increase as the end of the year approaches, and this year is no different. Two attractive bond buys. Greg Neer, director of research at Relative Value Partners, is featured in this article.Read More
Analysts say there are bright spots amid the carnage, so it's a good time to look for bargains.
Maury Fertig discusses mutual funds and closed-end funds focused on preferred shares.Read More
Featured in Bloomberg
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.Read More
Featured on Morningstar.com
Relative Value Partners' Maury Fertig on the qualities his firm looks for in CEFs and where he sees opportunity today.Read More
Relative Value Partners Maury Fertig on the allure of closed-end funds for retail investors and how to spot opportunities in the asset class.Read More