Our Vision. . .Mission. . . Values

Our Vision
To awaken people to the significance of stewardship through legacy planning and financial management.
Our Mission
To provide comprehensive legacy planning and financial management resources to all members, friends and ministries of the Evangelical Covenant Church.
  • We work with people to identify and implement their financial goals and charitable dreams.  The results of the long-term relationships we strive to build include peace of mind and future benefit for our clients, their loved ones and their chosen Covenant ministries.  Privacy of information and a personal relationship  with their account management team give clients an added level of comfort.
  • We partner with Covenant ministries to develop programs designed to increase deferred giving.
  • Covenant Trust Company® provides trustee services and asset management for both individuals and Covenant ministries.  We pursue a high level of client satisfaction through a disciplined, professional and conservative approach to investing.
Our Values
To demonstrate integrity by building honest, interactive relationships with clients and each other, based on Christ-centered principles.

To see excellence by challenging ourselves to learn and grow professionally and personally to achieve the highest levels of service and performance.

To show our commitment to ministry by helping our clients find a way to honor God through their personal financial plan.
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