Covington’s client-centric approach begins with a clear understanding of client investment objectives and circumstance – focusing on return expectations, risk tolerance, cash flow requirements, time horizon, liquidity and taxes.
We believe tempered risk, disciplined security selection, appropriate diversification and a long-term focus serve clients’ interests best.
We create an Investment Policy Statement based on a thorough discovery process that defines the asset allocation for the portfolio and any account restrictions.
Specialized planning is on-going with a particular focus on retirement, generational transfers and philanthropy.
We understand the wealth management continuum is constantly evolving.