Sound investment strategy and management is key to accumulating and sustaining wealth. Entrusting your capital with a professional investor for this purpose necessitates the advisor to be your advocate. As an independent investment advisor, Covenant sits on the same side of the table as you and your family. The recommendations we make for your investment strategy are always made in your best interest.
The fundamental purpose of investing is to generate a positive return on capital. Yet, investing in financial assets is an inherently risky proposition as asset prices fluctuate, often to extreme levels. So as professionals with the privilege of managing capital for others, we build portfolios that balance two goals: generate strong levels of returns and reduce the risk of large losses.
It’s easy to improve a portfolio’s expected returns by proportionally increasing the amount of risk it takes. The challenge, and skill, comes in improving a portfolio’s expected returns without taking more risk. Covenant’s team includes leaders and specialists dedicated to delivering the investment strategies that will allow you to achieve your short- and long-term goals.
- Experienced team of investment industry specialists
- Risk-based portfolio construction and implementation
- Unbiased open architecture
- Access to unique and institutional investment solutions
- Ongoing portfolio review and monitoring
- Performance reporting delivered to a secure client portal