"My husband managed our investments before we set up our trust with Covenant Trust. He made decisions about where to invest. I didn't understand finances, so my husband did it all. When he began to fail, Covenant Trust Company helped us pull it all together. My husband died three years ago; but CTC managed the changeover of assets and IRAs. Covenant Trust answers all my questions, sends me quarterly reports and everything I need for my accountant at tax time. Peace of mind is mine!"
Bernice J. Dye
Mercer Island, WA
Investment Management Services
Covenant Trust Company® offers professional investment management services for several types of accounts. We have a disciplined investment philosophy based on an asset allocation appropriate to individual circumstances and risk tolerance; and seek to produce positive long-term investment results. We are generally conservative in our approach, and committed to high quality investments for the portfolios we manage. [read more about Covenant Trust Company’s investment strategy]
Covenant Trust Company offers these investment-related services:
Are we the right fit for you? Would you like to explore the possibilities? Your local Financial Services Representative will be happy to talk to you. [view Directory]