About

Our area of expertise lies in Tactical Asset Management, which involves minimizing downside risk and facilitating swift recovery during drawdowns, all while striving to maximize risk-adjusted returns.

CCM has developed Volatrageᵀᴹ, a proprietary strategy that exemplifies the firm’s innovative approach to investment. By merging the principles of Volatility and Arbitrage, Volatrageᵀᴹ identifies and capitalizes on pricing inefficiencies across various markets and financial instruments. The firm consistently monitors the market for opportunities to increase returns with minimal risk exposure by implementing uncorrelated strategies alongside core positions. Leveraging volatility opportunities, CCM safeguards against downside risks using derivative insurance to protect clients’ portfolios from unexpected events. Additionally, the firm constructs diversified portfolios of core assets tailored to clients’ risk tolerance and investment goals across short, intermediate, and long-term horizons. Volatrageᵀᴹ is central to CCM’s investment philosophy, reflecting its commitment to maximizing opportunities and managing risk effectively for its clients.

While other companies may bundle their services into a generic, “one size fits all” financial product that often fails to align with clients’ best interests, leading to higher fees and reduced performance, CCM takes a different approach. We deliver personalized strategies and customized portfolio construction through our advanced E-MODELS, ensuring best execution and reduced fees. This approach enables our clients to keep more of their earnings while benefiting from enhanced financial performance.

“Being immersed in the aerospace industry for more than 40 years and the financial industry for the better part of two decades, I’ve had the opportunity and privilege to work closely with some of the most brilliant people. I have designed CCM to provide a suite of unique services to support the needs of aerospace professionals.”

Christopher Covato, Chief Investment Strategist

We construct, execute and monitor a diversity of programs for our aerospace clients. In-depth and continuing research goes into every aspect of what we offer. We strongly believe that whether you are a new arrival or a well-seasoned professional, you should have access to a program that caters to your ever-changing needs. Our fee-only, portfolio-direct program is extremely efficient. We also offer free workshops to help educate our clients.

Covato Capital Management LLC (CCM) offers:

55+ years of combined experience in research, model development, and tactically growing asset values for clients while taking advantage of volatility and managing downside risk.
over two decades of providing financial advice to pilots and aerospace professionals.
Capitalizing on short-term tactical opportunities and building an investment portfolio of core assets to reach intermediate and long-term financial goals.
Extensive knowledge of airline plan benefits.
Gifting and Estate Planning Strategy Expertise.
Multi-generational wealth planning.
Founded on the principle of outperforming markets while managing account value downside risk.