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 [IRA], and various other types of irrevocable charitable trusts.
A non-depository Illinois trust company, Covenant Trust Company was chartered in October 1988. The Illinois Department of Financial & Professional Regulation’s Bureau of Banks, Trust Companies and Savings Institutions conducts regular examinations of Covenant Trust Company. An independent public accounting firm performs an annual audit of Covenant Trust Company’s financial statements and accompanying footnotes. Covenant Trust Company also implements its own program of internal control and risk management.
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 [read more about Covenant Trust Company’s investment strategy]
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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 the professional trustee services provided by Covenant Trust Company could be helpful in your situation, please contact our office or your local Financial Services Representative. [view Directory]
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