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
Our core beliefs drive the day-to-day decisions we make for clients.
Experience
The guidance you get from our team is rooted both in knowledge and in experience.
Our vision
The best plan for you is one that reflects your goals and your values.
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.