Trust-and-Trustee-Services-at-Covenant-Trust-Hero1 Trust and Trustee Services

Why you can trust in us

Choosing Covenant Trust as your trustee has several advantages:

Knowledge. We are familiar with all types of trusts, tax issues and legacy planning. We understand the legal responsibilities of being a trustee.

Expertise. We tailor your portfolio to meet your needs and risk tolerance. Our investment staff understands all types of assets and gives their full attention to asset management.

Discipline. Our investment approach is strategic rather than tactical. We work with you to establish a diversified asset allocation for your account, then maintain it over time. We do not shift our strategy based on short-term movements in markets, and we do not attempt to ‘time’ the markets. This approach has proven successful for our clients.

Objectivity. We are strictly governed by the provisions you set up in your trust agreement.

The Personal Touch. We use technology to give you great service, but we never forget the personal touch. At Covenant Trust, you’re a person, not just an account number.

Accountability. As trustee, we are accountable not only to the grantor and beneficiaries of each trust, but also to the high standard demanded of trustees by state regulators and our independent auditors.

To learn more about trusts and the role of a trustee, visit our FAQs.

Why you can trust Covenant Trust

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