Trustee Services
“Covenant Trust Company makes me feel very confident that my resources are in good hands. The ease of working with Covenant Trust Company makes charitable giving a realized dream.”
Irvin Lyons
Santa Barbara, CA
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Trustee Services
Trustee Services
Covenant Trust Company® provides professional trustee services for Revocable Living Trusts, Individual Retirement Accounts (IRAs), and various types of irrevocable charitable trusts.
Several factors make Covenant Trust Company stand out from other trust companies:
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Emphasis on integrity, excellence, and commitment to ministry
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Low account minimums provide greater availability of trustee services
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Competitive fee schedule for accounts managed on a fee basis
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Disciplined investment philosophy
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High level of client satisfaction generated by responsive communication and good relationship with the account management team
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100% ownership by The Evangelical Covenant Church, Covenant Ministries of Benevolence and North Park University
If you would like to speak to us regarding our professional trustee services, please contact our office or your local Financial Services Representative. [view Directory] If you would like to learn more about our trust services or any of our other services, visit our information request page.