About Covenant trust company
Covenant Trust Company: Investing with Purpose
Investing is not just about making money. It's about aligning your values and purpose with your financial goals. At Covenant Trust Company, we understand this better than anyone else. We are a trusted partner for families and institutions who want to invest their wealth in a way that reflects their beliefs and principles.
Our mission is to provide our clients with a full suite of trust capabilities, including investing, planning, trustee services, and guidance that's rooted in values. We believe that every client is unique and deserves personalized attention from our team of experts who have years of experience in the industry.
Investing with Covenant Trust means investing in companies that share your values. Our investment philosophy is based on the principles of Environmental, Social, and Governance (ESG) investing. This means we consider not only financial performance but also the impact of companies on society and the environment.
We believe that ESG factors can have a significant impact on long-term investment returns while also promoting positive change in society. By investing in companies that prioritize sustainability, diversity & inclusion, human rights & labor standards, animal welfare & biodiversity conservation - you can make a difference while growing your wealth.
At Covenant Trust Company, we offer various investment strategies tailored to meet our clients' unique needs and preferences. Whether you're looking for growth or income-oriented investments or seeking to align your portfolio with specific social or environmental goals - we've got you covered.
Our team consists of experienced professionals who are passionate about helping clients achieve their financial objectives while staying true to their values. We take pride in providing exceptional service by building long-lasting relationships based on trust and transparency.
In addition to our investment services, we offer comprehensive estate planning solutions designed to protect your assets for future generations while minimizing taxes and other expenses associated with transferring wealth.
As trustees for many families over several generations - we understand how important it is to preserve family legacies while ensuring continuity across generations through proper estate planning strategies such as trusts or foundations.
At Covenant Trust Company - we are committed to making a positive impact on society through responsible investing practices aligned with our clients' values while delivering superior returns over time.
Why Choose Covenant Trust?
1) Values-based Investing: Our approach focuses on Environmental Social Governance (ESG) factors which help us identify companies aligned with our client's values.
2) Personalized Attention: Every client has unique needs; hence they deserve personalized attention from an experienced team.
3) Comprehensive Services: We offer full-suite trust capabilities including investments management; estate planning; trustee services; guidance rooted in value.
4) Long-term Perspective: Our focus is always on delivering superior returns over time by identifying sustainable business models.
5) Legacy Preservation: As trustees for many families over several generations –we understand how important it is to preserve family legacies.
Conclusion
Covenant Trust Company offers investors an opportunity not only grow their wealth but also make an impact by aligning investments with personal beliefs/values/mission statements etc., all without sacrificing performance potential! With personalized attention from experienced professionals committed towards responsible investing practices- there’s no better choice than choosing us as partners when it comes down managing finances responsibly!
covenanttrust.com
