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

Robert Huffman Iii

Catherine Goel

B. Patrick Roselle

Maury Fertig

Christina Macquarrie

Brian Roselle

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.

Investment and Trading Team

Client Relationship and Service Team

Leadership Team

Investment and Trading Team

About

Team members

Other teams at Relative Value Partners, LLC

Client Relationship and Service Team

Leadership Team