Covington Capital Management
601 South Figueroa Street
Suite 4400
Los Angeles, CA 90017
Our Firm
Covington Capital Management is an independent investment advisor headquartered in Los Angeles. Registered with and supervised by the SEC, Covington serves both individuals and institutions and seeks to provide its clients with objective investment advice, competitive investment returns, and outstanding personal service.
Covington Capital Management was founded in September 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. Managing over $1 billion in assets for a range of individuals, trusts, foundations, and endowments, Covington's investment philosophy emphasizes consistent returns, risk management, asset allocation, and tax efficiency where appropriate.
Benefits of Independence
Covington offers the benefits of a firm where client interests come first. We are exclusively focused on providing investment advice, with no other products or services to sell. Due to our employee ownership structure, Covington is committed to providing consistent client service and management stability. We provide clients direct access to experienced investment professionals who create customized portfolios focused on client objectives.
Why Consider Covington?
SERVICE - Covington’s professional staff has a long-term record of providing outstanding personalized service and customized advice, with a sharp focus on clients’ objectives.
PEOPLE - Covington provides clients with the opportunity to develop a long-term, one-on-one relationship with an experienced and talented investment professional who is solely motivated to help them meet their investment objectives.
PHILOSOPHY - Covington’s investment philosophy emphasizes a balanced approach to produce consistent returns for clients within risk parameters appropriate to their circumstances.
FOCUS - Covington’s sole focus is on providing unbiased investment advice, with no distractions or other products to sell.
Investment Capabilities
Our Approach
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
- and more
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.
Please be aware that Covington Capital Management has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
