Relative Value Partners

Kevin Grogan leads investment strategy as Chief Investment Officer of Systematic Strategies, defining the portfolio construction framework that advisor teams then customize for individual clients. The firm's public-market views are articulated through regular commentary from strategists including Todd Jones. Investment policy is centralized, but implementation is distributed across advisor teams.

Relative Value Partners operates under the Focus Partners Wealth brand, a national RIA platform within the Focus Financial Partners network. The Northbrook-based practice adopted the shared brand and centralized resources — including investment strategy, trust and estate solutions, and technology — while maintaining local advisor-client relationships.

The firm's public commentary addresses private credit and private equity market dynamics, but its core implementation is systematic public-market portfolio management. There is no disclosed direct private investment origination or dedicated fund commitment program — the firm functions as an outsourced CIO and family-CFO-style advisor rather than a principal investor.

The firm bundles tax planning, estate and trust strategies, insurance analysis, business succession planning, and lifestyle services such as multigenerational travel planning alongside investment management. This multi-family-office-style service set is delivered through a combination of in-house specialists and Focus's centralized planning resources.

The firm maintains partnerships with the Foundation for Financial Planning and Invest STL, providing pro bono financial advice in underserved communities. These are firm-level community commitments rather than a separate philanthropic foundation or donor-advised-fund program operated for clients.