The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

As a full-service financial consultant, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. Covenant can help you make sense of today’s investment climate.

We provide real advice, not driven by commission-laden products. We look at each situation and understand your goals and dreams.  We then layout a recommended path based on current and historical data with your goals and risk tolerance at the core of any recommendations. We want you to have the peace of mind that your needs come first.