The Firm

Covington Capital Management was founded in September 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. Managing over $1 billion in assets for a range of individuals, trusts, foundations, and endowments, Covington's investment philosophy emphasizes consistent returns, risk management, asset allocation, and tax efficiency where appropriate.

Benefits of Independence

Covington offers the benefits of a firm where client interests come first. We are exclusively focused on providing investment advice, with no other products or services to sell. Due to our employee ownership structure, Covington is committed to providing consistent client service and management stability. We provide clients direct access to experienced investment professionals who create customized portfolios focused on client objectives.

Why Consider Covington?

SERVICE

Covington’s professional staff has a long-term record of providing outstanding personalized service and customized advice, with a sharp focus on clients’ objectives.

PEOPLE

Covington provides clients with the opportunity to develop a long-term, one-on-one relationship with an experienced and talented investment professional who is solely motivated to help them meet their investment objectives.

PHILOSOPHY

Covington’s investment philosophy emphasizes a balanced approach to produce consistent returns for clients within risk parameters appropriate to their circumstances.

FOCUS

Covington’s sole focus is on providing unbiased investment advice, with no distractions or other products to sell.