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Matthew Ross Heckler

Kovitz Investment Group Partners, LLC

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About Matthew Ross Heckler

Matthew Heckler is an investment advisor representative who has been in the industry since 2008. Matthew has experience with Kovitz Investment Group Partners, LLC, Mercer Allied Company, L.P. and Goldman, Sachs & Co. He is currently registered with the state of Illinois. Matthew is a Series 66, Series 7, and SIE licensed advisor.

Firm Information

Matthew Heckler is currently registered with Kovitz Investment Group Partners, LLC. Kovitz Investment Group Partners, LLC is a Chicago, IL-based investment advisor with over $11 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and trusts. They also offer other investment advisory services such as credit, cash, and insurance solutions, family office services, and corporate executive services. The firm has a strong track record of providing its clients with customized investment solutions that meet their specific needs and goals.
Kovitz Investment Group Partners, LLC

71 S WACKER DRIVE

CHICAGO, IL 60606

$11.29B

Assets Under Management

29

Total Clients

148

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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credit, cash and insurance solutions, family office services, corporate executive services

Credit, cash and insurance solutions, family office services, corporate executive services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev share w/affiliate frs and eligible credit & cash mgmt soluti

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Matthew Heckler’s Registration & Firm History

IL

03/18/2024 - Present

Kovitz Investment Group Partners, LLC (Chicago IL)

IL

01/05/2015 - 05/16/2016

MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)

NY

09/25/2012 - 01/06/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

10/02/2008 - 10/05/2012

MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 12/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Ross Heckler.
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