Check out Green Valley Wealth Advisors LLC, one of Covestor's newest model managers. They use quantitative, thematic and contrarian investment methods.
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622 posts
women to be portfolio managers on Covestor. Of the many models we currently offer, only one is managed primarily by a woman - Vivian Lewis' International
What are the key factors a profession money manager looks for when selecting individual stocks in a sector like Energy, or among the universe of small-caps? Join us this Wednesday, May 25, for an interactive webinar with Covestor model manager Derek Pilecki of Florida-based investment advisor Gator Capital. You’ll hear […]
yield and income. Market expectations (as reflected in Futures and forwards price) are that the Fed Funds Rate will not be raised until 2012. Given that the
Covestor manager John French has worked in the IT industry for more than 20 years. Prior to that, he worked in Corporate Finance. His career has taught him the value of data consistency, regression testing, establishing rules and procedures, and change management, which he now believes are pivotal to managing financial […]
Covestor manager Don Merrell is currently a real estate financial consultant based in Parker, Colorado. He was educated at Arizona State University and has held the position of Division President and regional CFO at national homebuilders. He has been investing since the early 80s – here’s how he got started: […]
Keshav Agrawal is a CPA with a background in accounting and finance. He has more than 10 years of experience in trading stocks and derivatives for his personal account. Keshav manages Covestor’s Holistic and Opportunistic model which looks for a combination of value, technical, growth, and long-term equity investment opportunities across a […]
asset classes in the effort to generate superior returns based on actively managed risk by investing along the efficient frontier, where superior returns are
Covestor model manager James Hofmann manages the Greater China and Dividend Growth portfolios. James, a value investor, believes return on equity and dividends create and drive investor wealth. While hunting for companies with strong dividends in the 5 – 6% yield range, James often looks at utilities companies. His expertise […]
Covestor model manager Carter LeCraw was recently a guest on News@7. In the interview embedded below (hit the play button to listen), Carter discusses his firm’s values-based investing approach, which seeks exemplary companies demonstrating values of “integrity, humility, diligence, and caring.” Carter’s firm American Values Investing manages the American Heroes […]
We will be performing scheduled maintenance on May 3, 2011 between 1.00am and 4.00am EDT. During this time our website will be inaccessible for between 15 minutes and 1 hour. We apologize for any inconvenience. Mirroring and Wealth Account Holders Clients can call Customer Service at 1.866.825.3005, and press option […]
Until recently, we displayed Covestor model portfolio performance in comparison to just one benchmark, the S&P 500. This large-cap U.S. equity index was a helpful benchmark for a portion of our models, but for those with different mandates – like small-cap stocks or international focused portfolios – the S&P 500 […]