Covingtonalsina

CovingtonAlsina, LLC is a financial advisory firm established in February 2016, based in Jacksonville, FL. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. CovingtonAlsina requires discretionary authority from clients to make investment decisions in line with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. The firm also provides consulting services for pension and employee benefit plans, financial planning, ongoing financial coaching, and educational seminars. CovingtonAlsina charges portfolio management fees based on total assets under management, with fees paid in arrears. They do not participate in wrap fee programs and have assets under management of $189,339,339. The firm acts as a fiduciary, putting clients' interests first, and does not accept compensation for the sale of investment products. Clients have the freedom to impose restrictions on investments, and the firm does not accept proxy voting authority. CovingtonAlsina's investment strategies include fundamental analysis and modern portfolio theory, with a focus on long-term trading and risk management. The firm does not accept performance-based fees and serves a range of clients, including individuals and high-net-worth individuals, with no minimum account size requirement.