Covered Edge Asset Management, LLC

Overview

Covered Edge Asset Management, LLC is a small, owner-operated advisory firm focused on direct portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee schedule and can also apply performance-based fees on certain strategies, which signals an active, results-oriented investment approach. Investment activity is tilted toward publicly traded equities and exchange-traded instruments as the primary vehicle for building client portfolios. Covered Edge does not position itself as an ESG investor, and it operates from a single-office footprint rather than as a multi-state adviser. The firm’s advisory scope is straightforward: discretionary management of client portfolios with an equity-first preference. That orientation drives how portfolios are constructed—core equity exposures via individual listed stocks and ETFs, supplemented with mutual funds where managers seek additional diversification or sector/strategy coverage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices