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Investment Management Accounts

Investment Management Accounts 

Money management in today’s world goes far beyond saving loose change in the piggy bank. Covenant Trust Company® provides professional asset management through Investment Management Accounts. During the recent economic downturn, many individual investors made decisions based on reacting to current circumstances rather than a long-term strategy. The overall market lost a significant percentage of its value during the worst part of the crisis. The disciplined strategy of Covenant Trust Company—which relies on maintaining appropriate portfolio allocation over the long-term—mitigated the effects of the various economic crises, with managed portfolios showing an average decline of less than the general market.

Who may be interested in this service?

  • Individuals who want professional asset management for funds under their control. This includes those who serve as trustee for personal or family trusts.

  • Ministry leaders with responsibility for monies received from bequests or other reserve funds.

Trying to “do it yourself” may raise concerns in several areas:

  • Unintended adverse consequences due to inexperience in investment management or decision-making based on emotion

  • Loss of purchasing power of the assets during inflationary periods because of highly conservative investment policies

  • Loss of the principal of the assets due to inappropriate asset allocation decisions and/or inappropriate investment selections

  • Inadequate bookkeeping and/or control of funds.

  • If an Investment Management Account sounds attractive to you, contact your local Financial Services Representative to learn more  [view Directory]  or read our brochure on Investment Management Accounts.

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