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Investment Management

The professionals at New Covenant Trust Company will work with you and your legal and tax advisors to establish investment or trust strategies based on your individual objectives, income needs, tolerance for risk and tax considerations.

We provide portfolio management services for individuals, families, trusts, trustees, endowments, charitable and not-for-profit organizations, and businesses. This includes the management of stocks, bonds, mutual funds and other securities. Any special or unique assets in your current portfolio will be included in the overall investment strategy developed and implemented for you.

Your portfolio performance is monitored against appropriate benchmarks, reports are provided on a regular basis and we stay in touch with you to make sure your investment strategy matches your changing needs.

For more information about trust services or any other service provided by New Covenant Trust Company, please contact us at 800-858-6127option #5 or by email. Contact your tax advisor to determine how these trusts would actually affect your estate.

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