A New Brand Image

Over most of the past year, we have been carefully exploring our brand.  This was not an effort to create a new brand.  Rather, through a thorough review of the competitive landscape and with the gracious help of many clients and other friends of our firm, we have rediscovered what our brand has always been: we are the leading independent wealth management firm.  Our goal is to assist our clients to achieve…even beyond their own expectations.  Our key distinguishing characteristics are our commitment to intelligent planning through client education, our penchant for unconventional wisdom, our global perspective, and our pro-active mindfulness of opportunities for client service.

Because of our long and unparalleled history of innovation in the content of the financial planning art and our contribution to the development of the wealth management profession, extending even well beyond the founding of Kochis Fitz in 1991, we are claiming unqualified leadership among independent wealth management firms.  In doing that, we gladly take on the implicit commitment to be at the forefront of this profession…forever.

As we celebrate our fifteen years as Kochis Fitz on October 18 at the Asian Art Museum in San Francisco, we will introduce a new expression of this enduring brand—new colors, new shapes, a more up-to-date, forward looking logo, and website design—to demonstrate our great enthusiasm for the work ahead.

With our sincere thanks to our clients for the privilege of service,

Tim Kochis
CEO

_