Asset Management
“I wish to thank everyone associated with Covenant Trust Company for honoring my cousin’s dignity, wishes and trust for these many years with solid, practical financial guidance, especially with the ups and downs of the recent markets.”
[name withheld by request]
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Asset Management
Asset Management
Covenant Trust Company® provides professional asset management services to individuals and Covenant ministries. We strive to provide all clients with high quality investment management services, and seek to produce positive long-term investment results. We are generally conservative in our approach, and are committed to high quality investments for the portfolios we manage.
Every time you open a CD, buy a stock, or add to a mutual fund account, that’s investment management. Investment management involves both asset allocation [determining how to distribute your assets over various investment types, based on your risk tolerance, goals and needs]; and security selection [identifying specific bonds, stocks or mutual funds most suitable for each selected asset class.]
Covenant Trust Company maintains a disciplined investment philosophy, based on asset allocation appropriate to individual circumstances and risk tolerance. We invest strategically and do not attempt to time the market or pick stocks. This disciplined approach to portfolio management has served our clients well over the long-term by minimizing the ups and downs of market volatility and achieving generally favorable long-term results. [read more about our Investment Strategy]
Covenant Trust Company offers:
Help with asset management questions or concerns is just a phone call away. Contact us at our main office, or talk to your local Financial Services Representative. [view Directory]