A complete list of active advisors currently associated with Covexic LLC

Warmer can help you find a great advisor at Covexic LLC or one who fits your needs even better.

Covexic LLC serves individuals, couples and some institutional clients, including work related to retirement accounts (e.g., 401(k), IRA, Roth), and manages about $7.8 million across roughly 30 client relationships. The firm offers discretionary asset management of separately maintained accounts and also provides investment consulting on an hourly or project basis, typically delivering written summary reports when engagements conclude. The firm’s process centers on establishing a client-specific risk profile and designing individualized investment plans across fixed income, equities and other instruments, with the adviser executing and adjusting trades in client brokerage accounts on a discretionary basis. Accounts are monitored continuously, reviewed weekly when idle, and clients receive quarterly written reports describing activity and performance relative to plan objectives. Compared with many solo independent advisers, Covexic explicitly supports institutional and retirement-plan consulting in addition to retail asset management, and separates its consulting work from assets under management. It maintains third‑party custody for client accounts (with brokerage relationships disclosed in the brochure), operates separate accounts without pooling, does not engage in soft‑dollar arrangements, and leaves proxy voting decisions to clients.

To learn more about the advisors currently working at Covexic 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.