Solutions

At Covenant Capital Advisors, our investment management approach focuses on the level of efficiency of markets.

We don’t try to predict the future or ‘time the market’ – both are futile and unproven investment strategies. Rather, we utilize fundamental research that focuses on markets and how they have behaved historically, under a variety of conditions, while considering their relative risk premiums. This provides valuable perspective when formulating expected return and risk profiles for a variety of different investments. We apply these fundamental principles when constructing optimal portfolios, centered around specific client profiles, and how their risk and return objectives coincide with the dynamics of the global markets. We take into consideration all aspects of a client’s personal profile before making any recommendations.