A complete list of active advisors currently associated with Covered Edge Asset Management, LLC

Warmer can help you find a great advisor at Covered Edge Asset Management, LLC or one who fits your needs even better.

Covered Edge Asset Management provides ongoing portfolio management and investment supervisory services to individual investors, including high‑net‑worth clients and some business owners. The firm prepares an individualized Investment Policy Statement for each client and typically operates with discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring. The adviser combines charting, fundamental, and technical analysis and may employ a range of strategies including long‑term and short‑term trading, short sales, margin transactions, and options writing (including covered and uncovered positions). These techniques carry elevated risk relative to more conservative approaches, and the firm documents client risk tolerances in the IPS and conducts periodic (at least quarterly) reviews. A notable distinction from many peers is that the firm offers performance‑based fee arrangements to qualified clients and manages both performance‑based and traditional accounts, with stated procedures to address side‑by‑side conflicts. The firm also manages assets directly (not using third‑party managers), does not participate in wrap fee programs, and generally requires clients to use its recommended custodians.

To learn more about the advisors currently working at Covered Edge Asset 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.