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

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.

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Shared values

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

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

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Our vision

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

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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.