A complete list of active advisors currently associated with Cove Capital Management Inc.
Warmer can help you find a great advisor at Cove Capital Management Inc. or one who fits your needs even better.
Cove Capital Management provides discretionary investment supervisory services and portfolio review services to individuals (including high-net-worth clients), partnerships, trusts, pension plans and home offices. The firm documents client goals and constraints in an Investment Policy Statement for each account and manages client assets on an AUM basis with no stated account minimum. The firm’s investment approach is grounded in fundamental analysis and includes both long‑term and short‑term trading techniques; it may employ short sales, margin transactions, and options writing (including uncovered strategies) alongside equity, fixed income and ETF holdings. Cove Capital operates with discretionary trading authority, conducts monthly reviews of client accounts by the firm’s principal, and uses Interactive Brokers as its primary custodian. What is notable relative to many small independent advisers is the combination of active, higher‑risk trading strategies (shorts, margin, uncovered options) and in‑house management of all client assets rather than use of third‑party managers. The firm also permits client-directed brokerage, relies on Interactive Brokers for trade execution, and discloses receipt of research/soft‑dollar benefits from brokers—features that can affect execution and represent potential conflicts that clients should consider.
To learn more about the advisors currently working at Cove Capital Management Inc., 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 |
|---|---|---|
Oyster Bay, NY
| 12
|
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