Covepoint Capital Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Greenwich, Connecticut. Founded with a commitment to long-term, tax-efficient capital appreciation, the firm focuses on investing in a concentrated equity portfolio of high-quality, durable-growth businesses. Their mission is to provide bespoke investment management services, aligning their interests directly with those of their clients, which primarily consist of high-net-worth individuals, families, and family offices.

Founded in

United States