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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. 

Contact Us For a Portfolio Review

1 516 398 7897


Cove Capital Management
4 Bridle Court
Oyster Bay Cove, NY 11771

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EMAIL :

Dave@CoveCapital.net

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Cove Capital Management is a Registered Investment Advisor.  Information presented is for educational purposes only.  It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.  Investments involve risk and are not guaranteed.   Past performance is not indicative of future results.  Investment Advisory Representatives of Cove Capital Management do not provide legal, tax or accounting advice.  You should consult your legal and/or tax advisors before making any financial decisions.    Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.  Investment products are not FDIC insured, are not bank guaranteed, are not insured by any federal government agency and may lose value.

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