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Getting Started

 

 

The most important step to getting started is having a one-on-one conversation with us so that we can understand your needs and risk tolerance and so you can understand exactly what to expect from us.  This conversation can be as long or as short as necessary so long as an understanding is achieved.  

 

Once the decision is made to establish a relationship with Cove Capital and the initial conversation has occurred, Cove Capital sends an electronic link for the client to open an account at Interactive Brokers. A paper application can be sent if preferred.

 

Once the two steps above are completed we prepare all the necessary paperwork and send it to you for signature.   When it is completed and returned to us, we submit any additional paperwork to Interactive Brokers on your behalf, monitor all account transfers and ensure that your account(s) is set up correctly.   Based on your preference we then send you copies of everything you signed either hardcopy or electronically.   

 

The most difficult part of this process is simply making the decision to get started.

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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