About Covenant Trust Fiduciaries Since the Beginning About Covenant Trust Fiduciaries Since the Beginning

About Covenant Trust

Covenant Trust provides investment management, trustee services, and estate and gift planning to individuals, families and institutions. Today, we have more than $2 billion under our care.

We began in 1978 as a team within the Evangelical Covenant Church. In 1988, we expanded and started a stand-alone chartered trust company serving the public. Our founding values continue to drive our culture and our actions.

Our investment team has a proven track record when it comes to performance. To meet your investment goals, we use some of the industry’s best fund managers. In our recommendations, we consider what’s most important to you – and tailor our services to address your priorities at every step along the way.

Covenant Trust acts as a fiduciary. We make recommendations and decisions in the best interest of the client. This has been our standard since the beginning.

We put your needs first.

What’s the fiduciary standard?

Financial advice firms either adhere to a standard of suitability, which means they have to show that investment recommendations are suitable for their clients’ objectives, or they can be fiduciaries, a higher standard where they have to act in the best interest of their client. Covenant Trust has adhered to the fiduciary standard since the beginning.

Get to know us

Our guiding values

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Your purpose is the starting point. We encourage you and your family or organization to dream big, and we work together to live out your purpose.

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We strive to provide the best possible financial expertise shaped by data-driven analysis and ongoing education.

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We aim to earn trust by demonstrating the highest loyalty to clients and beneficiaries.

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People are more important than profits. We serve people of all resource levels in every stage of life.

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We’re better together. We foster the bond between our team and our clients, sharing life’s joys and strengthening each other through difficult times.

Meet our team

It’s the people at Covenant Trust who bring these corporate values to life. Find out more about the dedicated leadership and staff who serve clients every day.

Meet Our Team at Covenant Trust