TEAM COVERT, LLC

Overview

Team Covert, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients, with a particular focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm acts as a capital allocator and also offers selection-of-other-advisers services, which suggests it will build portfolios using in-house managed strategies alongside third-party managers when appropriate. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Team Covert is not positioned as an ESG-focused manager and does not report pension consulting or multi-state adviser status. Investment activity centers on equity-oriented allocations. The firm shows a clear preference for exchange-traded equities and ETFs as the primary building blocks of client portfolios, while also employing mutual funds and separately managed accounts. Team Covert works with professional partners, including accountants and an insurance company, to coordinate planning and implementation for its clients.

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