First Covenant Trust and Advisors, LLC
www.covenanttrustllc.comFirst Covenant Trust & Advisors, LLC's goal is to help its clients succeed, by providing individualized fiduciary services to its clientele in the most efficient and effective manner possible. Covenant is supported and backed by individuals and organizations which, combined, provide decades of experience and expertise in the provision of fiduciary services and the related tax, accounting, and legal issues that surround trust administration. We understand that clients often have long-standing relationships with various professionals such as bankers and financial advisors. We have chosen not to take an active role in investing assets. This puts us in a unique position to work together with our clients’ bankers, wealth managers and others as members of the client’s professional team. We believe this team-oriented perspective which respects clients’ existing relationships best serves the needs of our clients.
Read moreFirst Covenant Trust & Advisors, LLC's goal is to help its clients succeed, by providing individualized fiduciary services to its clientele in the most efficient and effective manner possible. Covenant is supported and backed by individuals and organizations which, combined, provide decades of experience and expertise in the provision of fiduciary services and the related tax, accounting, and legal issues that surround trust administration. We understand that clients often have long-standing relationships with various professionals such as bankers and financial advisors. We have chosen not to take an active role in investing assets. This puts us in a unique position to work together with our clients’ bankers, wealth managers and others as members of the client’s professional team. We believe this team-oriented perspective which respects clients’ existing relationships best serves the needs of our clients.
Read moreCountry
State
Tennessee
City (Headquarters)
Johnson City
Industry
Employees
1-10
Founded
2011
Estimated Revenue
$1 to $1,000,000
Social
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Trust Officer
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Technologies
(29)