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Covenant Trust Company

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website covenanttrust.com
Client types

Overview

Covenant Trust Company is a non-depository trust company that provides investment management, financial planning, and trustee services. The firm operates as a fiduciary, focusing on values-based stewardship to help individuals, families, and organizations manage their financial legacies. Originally established to serve the members and ministries of the Evangelical Covenant Church, the firm now offers professional wealth management services to a broader client base. The organization emphasizes a "listen-first" approach to understand client goals, providing customized financial roadmaps and long-term asset management strategies intended to align with the unique priorities of each account holder.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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