We are a financial advisory firm providing services designed to grow, manage, and protect wealth for aerospace professionals, institutions, and high net-worth individuals.
We are originators of research enabling us to create custom models and strategies for our clients. These models are tailored to our clients’ respective financial situation and financial goals. Our services are independent and not linked to any banks, brokerage firms, or insurance companies, ensuring ethical, confidential, transparent, and impartial guidance for our clients.
Take Control of Your Financial Future
Covato Capital Management LLC takes a comprehensive approach to financial management that involves analyzing every aspect of your financial situation. This approach enables us to gain a thorough understanding of your financial goals, needs, and challenges. By examining your income, expenses, assets, liabilities, and investment portfolio, we can identify areas for improvement and develop a customized plan that is tailored to your unique financial situation.
Your Financial Control Center (FCC) uses Connections to aggregate your financial account information, allowing us to build a superior financial plan with all your information in mind.
We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
Our goal is to help you achieve your objectives and maximize your financial success by providing personalized guidance and support. Whether you are looking to grow your wealth, manage your assets, or preserve your financial legacy, CCM’s approach is designed to help you succeed.
Complete Financial Picture
Financial Control Center
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Play the video below for an overview
Your Financial Control Center (FCC) uses Connections to aggregate your financial account information, allowing us to build a superior financial plan with all your information in mind. Data aggregation is the process of gathering financial information and presenting it in a single comprehensive view, connecting with and extracting information from the companies that manage your financial accounts and liabilities so that we can provide you with a consolidated view into your accounts in real-time. The power of data aggregation lies in the fact that you gain a comprehensive view of your entire financial situation.
We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
Monitor Progress
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Increased Collaboration
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Experience the Difference
We construct and execute models that are tailored to your needs
OUR RESEARCH
We pride ourselves in being “Originators of Research”. As research analysts, we study and monitor several asset classes that are outside traditional portfolio construction. Examples of traditional investments are stocks, bonds, and cash equivalents with the added asset class of real estate. Asset classes outside traditional investments include but are not limited to gold/precious and industrial metals, energy sources, commodities such as corn, wheat, crude oil, gas, coal, copper, silver, platinum, palladium, lithium, lumber, financial and interest rate derivatives, VIX volatility, private debt and equity, structured products, options, futures, swaps, FOREX currencies.
BOTTOM LINE
There are many opportunities to capture returns across a broad spectrum of assets and using techniques that can substantially reduce risk and truly diversify across a broader spectrum of uncorrelated assets which we feel is a superior approach than the concentration risk associated with portfolios invested only the traditional asset classes. Our Models and Strategies are thoroughly tested before investing client funds.
PORTFOLIO INSURANCE
It is our opinion that professional portfolio managers should incorporate protective measures to mitigate large drawdowns in a portfolio due to significant market events. Using stop losses does not in our opinion follow the methodology of “buying low and selling high”.
We incorporate high levels of cash in our portfolios and use derivatives at times to hedge the portfolio from steep drawdowns or Black Swan events. We also believe that when markets experience significant sell-offs that there are levels at which leverage should be used, we, therefore, incorporate leveraged ETFs on occasion to leverage certain market sectors which can add to a quicker recovery and outperform the traditional buy-and-hold indexing strategies. Our Strategies incorporate reducing risk by using Spreading, Hedging, and Arbitrage strategies.
Live Your Best Life
At CCM we believe that it’s not just about the destination, it’s about enjoying the journey. We offer financial products and models that meet your short, intermediate, and long-term goals along with sound risk management tools that support these models.
Our goal is to find happiness, fulfillment, and purpose in your daily life. To find that happiness it’s important to understand financial pain points, current concerns, and financial aspirations. We want to prioritize the things that matter most to you so that you can pursue your passions and dreams with confidence and determination.
It’s about living with intention and taking the time to savor the little things that bring you joy. Whether it’s spending time with loved ones, pursuing a new hobby, or traveling to a new destination, living your best life means living on your own terms and making the most of every moment.