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Covenant Trust logo — Investment management, trustee services, IRAs and estate and...

Covenant Trust

Investment management, trustee services, IRAs and estate and gift planning for individuals, families & institutions.

Founded 1988 United States Chicago, United States 57 employees Finance, Financial Services

General Information

Company Name Covenant Trust
Founded Year 1988
Location United States Chicago, United States
Employees 57
Industries Finance, Financial Services
Social

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About Covenant Trust

Covenant Trust Company is a non-depository trust company, chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Shareholders include the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. The company's slogan - "Investment management, trustee services, IRAs and estate and gift planning for individuals, families & institutions" - reflects its mission to provide comprehensive legacy planning and financial management resources to its clients for over thirty years. Covenant Trust seeks to be a mission partner by offering comprehensive financial management and legacy planning resources to individuals, charitable organizations, and ministries, both inside and outside The Evangelical Covenant Church. Their approach is rooted in stewardship, aligning with common values including excellence, integrity, and a commitment to ministry. This is reflected in their disciplined strategy of prudent and transparent investment management with a long-term perspective. Covenant Trust Company's unique resource puts financial management tools directly at the fingertips of its clients. Their services include investment management, trustee services, IRAs, and estate and gift planning, all with a foundation in stewardship to honor and effectively utilize resources provided by God.

Business keywords: Trustee Services, Retirement Planning, Legacy Planning, IRAs, Investment Management, Charitable Giving, Estate Planning, Financial Management, Institutional Services, Legacy Planning Resources, Non-Depository Trust Company, Regulated Financial Services, Charitable Organizations, Ministerial Financial Management

No funding data available for Covenant Trust yet.

Covenant Trust Alternatives & Competitors

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Covenant Trust vs
Spectrum Financial Alliance Ltd., LLC
Spectrum Financial Alliance Ltd., LLC United States

SFA provides comprehensive financial planning & asset management services for individuals, families,...

10 employees
Finance, Financial Services
Covenant Trust vs
The Preferred Legacy National Trust Bank
The Preferred Legacy National Trust Bank United States

Preserve your roots. Grow your legacy.

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Covenant Trust vs
Elser Financial Planning
Elser Financial Planning United States

Putting YOU First. Fee-only financial planners providing tax efficient retirement planning and inves...

8 employees
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FAQ About Covenant Trust

Investment management, trustee services, IRAs and estate and gift planning for individuals, families & institutions.
Covenant Trust was founded in 1988.
Covenant Trust is headquartered in Chicago, United States.
Covenant Trust operates in Finance and Financial Services. Its work centres on Trustee Services, Retirement Planning, Legacy Planning and IRAs.
Covenant Trust has approximately 57 employees.
Top alternatives and competitors to Covenant Trust include Spectrum Financial Alliance Ltd., LLC, The Preferred Legacy National Trust Bank, Elser Financial Planning, Johnson Bixby, Streamline Financial Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Covenant Trust and Spectrum Financial Alliance Ltd., LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Covenant Trust, https://bouncewatch.com/company/covenant-trust, updated 7 January 2025. When citing, please name BounceWatch and link this page.

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