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Coventry Capital, Inc.




Coventry Capital, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Among the various services the company offers are Investments advisory services and Brokerage services. The Investment services include; Allocation of portfolio assets to meet client objectives, Management of portfolio within the allocation guidelines, Monitoring of portfolio assets in investment groups, Quarterly investment statements and investment results, Annual statement of realized gains and losses and transfer of income to client per request or preset schedule through Kemper Money market fund with check-writing capability.
 
The Investments brokerage services of the company include; Confidentiality of transactions, purchase and sale of common stocks, bonds and notes and mutual funds, tender of maturing bonds and issues involved in mergers and acquisitions, custody of securities and collection of income, Issuance of 1099 forms, monthly statements of securities and cash held, investment Access Account, if suitable and SIPC insurance.

The Company has researched a broad range of industrial and utility issues including offerings of common stocks, preferred stocks and bonds. They have managed investment accounts for casualty and life insurance companies, endowment funds, personal holding companies, retirement homes, hospitals, foundations, medical groups, churches, business associations and corporations.

The company is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers. Coventry Capital is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the investment services industry. Their clients' success is mirrored in the company’s own financial performance.
 

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