Personal Wealth Services

Covenant Capital Advisors (CCA) focuses on providing individualized services that are tailored to meet your stated needs and objectives. We offer more than impersonal, machine-generated advice. Typically, CCA conducts a comprehensive review of the overall aspects of your current financial situation and considers both short- and long-term objectives and goals. Significant importance is placed on understanding your stated needs, goals, time horizons and risk tolerance. We have a personal conversation with you to know the financial path you have been on and where you want to go, rather than having you pushing predetermined buttons on an impersonal website.

CCA utilizes the information provided by you to prepare recommendations for overall wealth management solutions, which may include planning for long-range goals or other segments of a wealth management plan that helps to meet your objectives.

CCA can develop a personally designed portfolio that is consistent with your objectives and thereafter assist with implementation and future re-balancing needs.

Once the customized portfolio has been implemented or transferred for services, CCA will provide continuous monitoring, recommendations and investment advice as outlined in our engagement for services. The ongoing Investment Management Services are based upon the nature of services desired and the directives provided in the investment policy.

CCA will remain available for ongoing consultations and recommendations and conduct internal portfolio reviews no less than quarterly and will otherwise conduct annual reviews with our clients or more frequently if deemed necessary. Investment Management Services are continuous in nature.