Covenant

Financial ServicesTexas, United States51-200 Employees

Covenant was founded, built and structured expressly around understanding and meeting wealthy families’ complex financial needs. We help our clients maximize the potential of the human, intellectual, and financial capital at their fingertips by providing highly personalized counsel and a comprehensive, integrated suite of wealth management services tailored to ultra high net worth families. Covenant’s fortes are its comprehensive goals-directed planning process and its exacting risk management methods. We manage client assets in a wide-ranging ‘endowment fund’ approach designed to preserve and grow wealth consistently. Covenant unburdens families from the cares of financial management and permits them to maintain their lifestyles, nurture the next generation, and make their personal mark in their community.

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