Our Services

Private Clients/Families

Covington provides investment management services for individuals, families, and trusts with manageable assets exceeding $2 million. Our professionals develop strong client relationships based on performance, integrity, and a deep understanding of each client’s goals and objectives.

Institutions

The investment professionals at Covington have extensive experience managing portfolios for foundations, endowments, and corporate retirement plans. Whether providing balanced fund management or pursuing a core equity or fixed income strategy, our focus is on effective client communication, risk management, and total return that is consistent with the fund’s objectives.

Trust Advisory Services

Covington’s investment management style and its seasoned trust and investment professionals are well suited to the overall management of fiduciary accounts that require a corporate trustee. Our clients benefit from a unique arrangement where Covington will review trust documents, arrange for the selection of a corporate trustee, and then coordinate the administration of the trust by serving as the primary liaison between the beneficiary and the trustee. The development of appropriate investment objectives, followed by disciplined investment management, helps to ensure that a trust’s terms and objectives are fulfilled.