Covenant Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Covenant Investment Solutions L.L.C. manages approximately $9.02 million in discretionary assets for a small roster of clients and provides continuous portfolio management services. The firm serves individuals (including high-net-worth clients), corporations or business entities, and charitable organizations, and also advises on IRA rollovers and model portfolio implementations.
The firm tailors investment advice to each client's objectives and risk tolerance and conducts account reviews at least quarterly while offering both discretionary and non-discretionary arrangements. Investment choices focus on stocks, bonds, mutual funds, and ETFs and draw on a mix of analytical approaches (fundamental, technical, charting, cyclical analysis, and modern portfolio theory), with tax efficiency addressed only when expressly agreed.
Covenant’s client roster and service mix are notable for including charitable organizations and providing portfolio management to institutional-type clients, a combination that is uncommon among independent advisers of this size. Operationally, the firm routinely directs custody and trade execution to a single qualified custodian and does not vote client proxies or participate in wrap fee programs, practices that can affect execution options and governance relative to many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Main office
348 South Fifth Street, Suite 218
Highlands NC 28741
Advisors at this office
1
Most active in
North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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