Covered Edge Asset Management, LLC

Covered Edge Asset Management provides discretionary portfolio management to individuals, high‑net‑worth clients and business owners, developing individualized Investment Policy Statements that reflect each client’s goals, income, tax considerations and risk tolerance. Its advisory services cover asset allocation, ongoing portfolio monitoring and implementation across mutual funds, equities, bonds, ETFs, REITs and option strategies such as covered calls and cash‑secured puts.

The firm combines charting, fundamental and technical analysis and employs both long‑term and more active trading strategies, including short‑term trading, short sales, margin transactions and options writing. CEAM offers performance‑based fee arrangements for qualified investors tied to net profits above a mutually agreed high‑water mark and manages both performance‑fee and non‑performance accounts while stating policies intended to mitigate related conflicts of interest.

Noteworthy relative to many independent advisers, CEAM’s acceptance of performance‑based compensation and use of higher‑risk instruments and trading techniques can create different incentive dynamics than typical percentage‑of‑AUM practices. The firm also requires clients to use its recommended custodians rather than permitting directed brokerage and documents discretionary authority in client agreements, which can influence execution and custody arrangements.