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Skyler P

Series 65

American Fork, UT

Cove Fort Capital, LLC

Skyler Packard is a financial advisor at Cove Fort Capital, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Cove Fort Capital since 2019, following a year at Key Bank. In addition to his advisory role, he has been involved with Utah Valley University since 2017. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm employs a long-term investment approach that integrates fundamental, technical, and quantitative research, actively monitoring and rebalancing portfolios while generally avoiding short-term speculative strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Mason H

Series 65

American Fork, UT

Cove Fort Capital, LLC

Mason Hardman is a financial advisor at Cove Fort Capital, LLC with eight years of industry experience. He has been with Cove Fort Capital since 2017 and previously worked at Utah Valley University. Outside of his advisory role, he maintains part-time accounting and IRS tax-preparation activities. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm uses a combination of fundamental, technical, and quantitative research, including proprietary securities-analysis methods, to tailor and actively manage portfolios with a long-term investment focus.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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