COVERED EDGE ASSET MANAGEMENT, LLC is an independent, fee-only investment advisor firm registered with the State of California.

At Covered Edge, our goal is simple, to help others achieve their investment goals by preserving and growing their wealth responsibly.

We offer personalized portfolio management services with priority focused on building and protecting wealth while minimizing volatility.  Investment Management services offered by Covered Edge provide financial solutions dedicated to help our clients reach their investment goals.

Our clients understand that we manage their money like it was our own, so  we work hard to build wealth for our clients and care for them like they were members of our family.

We are simply a FEE - ONLY firm.  We do not receive commissions of any kind. Your best interest is always our best interest.  Our only source of revenue is from the fees our individual clients pay us.  If you do well and prosper, so do we. It is just that simple.

We are not a buy and hold passive investment firm that just watches, waits and rides the waves of the market.  We take action and work hard for our clients. We; like our clients, want to be able to sleep at night instead of watching their portfolio drop half its value and Hope it comes back within their time horizon.