Covenant Trust Investing With
Purpose
Covenant Trust Investing With
Purpose
Covenant Trust Investing With
Purpose

Your values + your goals, together

Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services and guidance that’s rooted in values.

Shared Values icon

Shared values

Our core beliefs drive the day-to-day decisions we make for clients.

Experience icon

Experience

The guidance you get from our team is rooted both in knowledge and in experience.

Our Vision icon

Our vision

The best plan for you is one that reflects your goals and your values.

What We Strive For icon

What we strive for

We aim to give every individual, family and institution the personalized service to reach their unique goals.

Everything you need

We are more than just investing. We provide the personal services that help you clearly define your goals, build a plan and start taking the steps to bring your objectives to life.

Get to know Covenant Trust

We believe people want to make the best choices they can for their families, for themselves and for their communities. Our values are at the core of our culture and our investment advice. Find out what makes Covenant Trust different, and how we serve families and institutions.

Financial education and tools

Financial decisions can be overwhelming. We’re here to help you sort through it all and get to the heart of important choices. Explore our resources to increase your financial literacy and dig deeper into core financial topics.

Personalized Service

When you’re ready to connect, reach out. Our Financial Services Representatives (FSRs) work with families and institutions throughout the U.S.

Covenant Trust logo
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

Continue

Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

Continue