Jacksonville, FL Office

CovingtonAlsina provides advisory services to individuals, high-net-worth individuals, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm also assists clients in selecting independent managers and offers tax preparation and related services through an in‑house CPA as an optional service.

The firm tailors Investment Policy Statements to each client and uses fundamental analysis and modern portfolio theory to guide long‑term and short‑term trading decisions, documenting risk tolerance and asset allocation for ongoing monitoring. Clients are required to use the SEI Private Trust platform when the firm manages accounts, and CovingtonAlsina performs initial and ongoing oversight of any independent managers it recommends.

CovingtonAlsina’s brochure lists its CRD number (326810) and refers readers to the SEC’s adviserinfo site, and the firm also advertises third‑party ratings and provides periodic educational seminars and workshops to clients and the general public — practices that are less common among peer team firms. The firm’s packaged Core and Choice financial planning services (including items such as Everplans setup, discounted tax projections, and varying levels of ongoing planning support) and its in‑house CPA offering tax prep are additional features that distinguish its service mix.