Boynton Beach, FL Office

Cove Private Wealth primarily serves high-net-worth individuals, trusts, estates, charitable organizations and retirement plan sponsors, providing comprehensive portfolio management and retirement plan consulting. The firm generally requires a multi‑million dollar account minimum for its discretionary portfolio services and does not target non‑high‑net‑worth individual clients.

The firm combines fundamental, technical, sector and qualitative analysis to construct diversified portfolios and employs periodic rebalancing and explicit risk controls. Its investment implementation includes a wide range of instruments — from individual stocks, bonds, ETFs and mutual funds to alternative investments and structured products — and it specifically uses options and other derivatives strategies (including option writing) within separately managed accounts.

Compared with peers, Cove manages roughly $455 million for about 92 clients with a three‑advisor team, implying relatively high assets per client and an emphasis on customized, more complex or less liquid investments such as private funds, private equity and REITs. The firm also relies on institutional custody and trading platforms that provide research and execution services used in portfolio implementation, which can affect trade routing and execution considerations.