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Why “Covert Analytics”?

We wanted to let people know how and why we are called Covert Analytics. The idea initially was that an investment advisor would use our platform as the secret tool to help them navigate markets. The secret tool, you may ask? Yes … secret because most investment advisors would claim that their approach to the market was revolutionary, proprietary, etc. Hey at our old investment advisory firm, we did the same…

So if their asset allocation approach was from an “off the shelf” or in this case “off the web” software, it would diminish the sophistication level they projected. We wanted to partner with our clients (money managers) in offering the “best in the world” product to their end clients. Granted our platform is our perspective, and our expertise and experience in the trenches, in an attempt to better navigate the markets.

Covert + Analytics: a powerful tool used by money managers to arrive at optimal allocation decisions. 

The simple picture is that Covert Analytics is a dynamic asset allocation software that we built because we felt we needed smarter software! It is your secret weapon to manage your client assets and build a dynamic and proprietary model using our platform.

Thanks for listening,

The Covert Analytics Team

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