Few people have the time, energy and knowledge to really focus on their finances.  At Cove Capital we recognize that effectively managing investments and optimizing returns requires commitment and expertise.  Our goal is to use our deep knowledge of financial products to create a portfolio of investments that suits your individual needs, while minimizing your tax burden.   

Cove Capital Management is a Registered Investment Advisor, and we are proud to uphold the standards of our fiduciary duty.  We do not take custody of clients' funds. Our process entails researching and investing in undervalued securities and special situations.  We use our extensive knowledge and experience to create a balanced, long-term, liquid, and tax efficient investment portfolio that is based upon the client’s needs and risk tolerance.  Our success is punctuated by consistent availability and a goal of complete client satisfaction and value.  At Cove Capital, your finances are our only focus.

Let us get your money working for you.