A complete list of active advisors currently associated with Covato Capital Management, LLC
Warmer can help you find a great advisor at Covato Capital Management, LLC or one who fits your needs even better.
Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high‑net‑worth clients, delivering discretionary and non‑discretionary portfolio management, model portfolios, and standalone financial plans. The firm also offers coordination with Independent Managers and tools to monitor held‑away retirement accounts through a third‑party aggregation platform. Portfolios are customized across a mix of mutual funds, ETPs, individual stocks and bonds and, when appropriate, options, leveraged/inverse ETPs, and short sales; the adviser employs fundamental, technical, and charting analysis and rebalances accounts based on client objectives and market conditions. CCM takes an educational approach on topics such as retirement rollovers and may recommend private placements or sub‑advisors when suitable while asking clients to review offering materials and consult independent advisors. What is distinctive about the firm is its affiliation with entities that sponsor and manage a privately offered pooled investment vehicle and with a commodity trading affiliate that is registered as a commodity pool operator (with associated personnel holding commodity registrations). These relationships — and the fact that shared personnel may receive indirect compensation from the affiliated fund — are disclosed and subject to the firm’s conflict‑of‑interest controls; the small advisory team also includes professionals with aviation backgrounds and licensed insurance activities, which the firm discloses as part of its business profile.
To learn more about the advisors currently working at Covato Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 6
| |
Naples, FL
| 10
| |
Naples, FL
| 3
|
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