Covered Edge Asset Management, LLC

Covered Edge Asset Management provides ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. Covered Edge creates an investment plan for each client to help select a suitable portfolio. Covered Edge generally invests in mutual funds, stocks, bonds, ETFs, and other securities. Clients can place restrictions on investments, but Covered Edge may terminate the relationship if the restrictions hinder their ability to manage the account.