A complete list of active advisors currently associated with Covenant Investment Solutions LLC
Warmer can help you find a great advisor at Covenant Investment Solutions LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Covenant Investment Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highlands, NC
| 25
|
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