Covenant
Financial ServicesTexas, United States51-200 Employees
Covenant is a financial services firm based in San Antonio, Texas, founded and structured to address the complex financial needs of wealthy families. It provides highly personalized wealth management counsel and a comprehensive, integrated suite of services tailored to ultra high net worth clients. The firm emphasizes a goals-directed planning process and rigorous risk management to guide asset strategies. Its asset management uses an endowment fund style approach intended to preserve and grow wealth across generations. By taking on financial management tasks for families, Covenant aims to support lifestyles, nurture the next generation, and enable community involvement.