# Relative Value Partners

Relative Value Partners is a Bank / Wealth / Trust based in Northbrook, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Northbrook, United States
- **Region:** North America
- **Address:** Northbrook, IL, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** rvpllc.com
- **LinkedIn:** https://www.linkedin.com/company/relative-value-partners-llc

## Regulatory record

- **Reports private funds:** No

## About

At Focus, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.

## People

- Kevin Grogan — Chief Investment Officer of Systematic Strategies
- Todd Jones — Investment Strategist
- Jeffrey Levine — Chief Planning Officer

## Questions

### Who runs investment decisions at 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.

### How is Relative Value Partners related to Focus Partners Wealth?

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.

### Does the firm make direct private investments or fund commitments?

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.

### What services does the firm offer beyond investment management?

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.

## Related profiles

- [RelativelyFund](https://altss.com/profile/relativelyfund)
- [Relativity Investment Advisors](https://altss.com/profile/relativity-investment-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/relative-value-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology