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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:

• Trustee services for revocable living trusts and irrevocable charitable trusts such as charitable remainder unitrusts. As trustee, Covenant Trust Company manages the assets held in trust.

• Trustee services for traditional and Roth Individual Retirement Accounts [IRA]. As trustee, Covenant Trust Company manages the assets held in these accounts.
  

• Professional asset management through Investment Management Accounts [IMA].
  

• Management for Covenant Endowment Trust accounts that benefit Covenant ministries.
  

• Management for various denominational funds such as the Covenant Charitable Gift Annuity Fund and Covenant Pooled Income Funds.
  

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]

Related Topics:

• Managing Investments at Covenant Trust Company
• Investment Perspective 1
• Investment Perspective 2