Covington’s approach to investing begins with a focus on client investment objectives and circumstances: return expectations, risk tolerance, time horizon, need for income, liquidity, tax status, etc.
Asset allocation involves investing capital among different asset classes that fluctuate independently of one another. Careful consideration is given to the weightings among different investment classes, sectors, and themes.
Diversified security selection and timing are the capstone to the execution of a long-term plan.