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.
Covenant Trust Company® provides professional asset management through Investment Management Accounts. Our disciplined strategy relies on maintaining appropriate portfolio allocation over the long-term, an approach that mitigated the effects of the economic crises resulting in managed portfolios with an average decline of less than the general market.
Who may be interested in this service?
Trying to do it yourself may raise several concerns:
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.
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 request more information through our contact page.