Investment Capabilities

Balanced Portfolios

In our view, preserving capital in declining markets and avoiding the “big mistakes” through diversification are essential to investment success over the long term. Covington believes that balanced portfolio investing can produce the most consistent returns within reasonable risk parameters. By allocating a client’s portfolio across a wide spectrum of asset classes, geographies, styles, and capitalizations, the resulting balanced portfolio can reduce volatility to acceptable levels while still allowing significant participation in the equity markets. We believe that globally balanced portfolios are best for meeting the combined growth, income, and safety needs of our clients.