We share your faith and your values.
We’re your trust company.
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Part of the Presbyterian Church (U.S.A.) Foundation
We know the church because we are the church.
New Covenant Trust Company empowers churches, church institutions and church members like you to create and sustain healthy and vibrant ministries through faithful stewardship of your investments. Our investment philosophy and approach are driven by the shared faith, values and integrity of the Presbyterian Church (U.S.A.). As a proud part of a faith community, everything we do revolves around helping that community flourish.
How Our Faith Guides Us
Serving you begins with understanding your needs.
New Covenant Trust Company is a full-service financial planning, investment management and trust services firm. Using a consultative and collaborative approach, we help you develop and implement customized investment planning and asset management solutions based on your specific needs and goals. Thanks to a unique blend of our expertise and the Presbyterian Foundation’s resources, we have everything it takes to meet all your investment, planning and fundraising needs.
Read the New Covenant Trust Story
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We know how important your legacy is, so let us help you secure it.
We’re proud to serve both church institutions and individual clients. We offer expert strategy, visioning and guidance on everything from investment advising and portfolio management to charitable trust services and endowments. Because we are part of the church, we have a unique understanding of the financial opportunities and challenges our institutional clients face. We differ from other firms in that we know how heavily your day-to-day operations, mission work and long-term sustainability are impacted by your investments.
Not only do we share your values, we'll help you invest in them.
Faith
Values
Trust
Service
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As your ministry partner, we’re passionate about your success.
“A customer is the most important visitor on our premises. They are not dependent on us. We are dependent on them. They are not an interruption of our work. They are the purpose of it. They are not an outsider to our business. They are part of it. We are not doing them a favor by serving them. They are doing us a favor by giving us the opportunity to do so.” – Mahatma Gandhi
With over 257 years of combined experience, we’re at the top of our field.
Through a culture of servant leadership, our people and the lasting relationships we build with our clients are our greatest assets. Our staff has an extensive list of credentials and a long history in investments and trust management that rivals any Wall Street firm. Not only that, we are committed to doing the right thing — a deep sense of integrity is ingrained in the fabric of our character.
Meet Our Team of Helpful Advisors
Planning Tools, Market News You Can Use and More.
New Covenant Trust Company keeps up with the latest investment news, financial trends and market regulatory information so you don’t have to. Visit our Resources page for links to our Capital Markets newsletter and other recent articles, as well as a Planned Giving Navigator and other helpful tools.
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