Why New Covenant Trust Company
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We are a unique organization.
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guided by...
FaithUnlike banks, mutual funds and investment advisors, we share your faith and values.
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We focus our daily efforts on serving both the church and individuals. We have congregational and institutional clients within the Presbyterian Church (U.S.A.) at the local, presbytery, synod, and international levels. We also serve clients from other denominational backgrounds.
We are owned by an agency of the Presbyterian Church (U.S.A.). As an integral part of the church, we are called to serve. We are driven by a sincere desire to help our clients succeed, rather than a hollow pursuit of profits. We strive to use our God-given talents to serve each church, institution, and individual in a way that is best for them.
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guided by...
ValuesOur embrace of the faith and heritage of the Presbyterian Church (U.S.A.) permeates everything we do.
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Our embrace of the faith heritage and values of the Presbyterian Church (U.S.A.) permeates everything we do. Unlike banks, mutual funds and investment advisors, we share your faith and values. We are wholly owned by the Presbyterian Church (U.S.A.) Foundation, not a legion of shareholders. Our embrace of the faith heritage and values of the Presbyterian Church (U.S.A.) permeates everything we do. This provides our clients with comfort.
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guided by...
TrustUnlike non-profits and foundations, our charter from the OCC allows us to provide investment advice and provides you with the added comfort of knowing your financial service provider is being held to the highest safety and soundness standards of the Office of the Comptroller of Currency.
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We are chartered and regulated by the Office of the Comptroller of the Currency (OCC). Our charter from the OCC allows us to provide investment advice and provides you with the added comfort of knowing your financial service provider is being held to the highest safety and soundness standards of the Office of the Comptroller of Currency. This is unlike most non-profits and foundations. Federal, state, and internal auditors continually examine our policies, procedures, and systems to ensure all accounts are handled in our clients’ best interest and in accordance with your objectives. Simply put, our national OCC charter and strict adherence to regulatory oversight allow us to provide investment services and advice that non-profits and foundations simply cannot. This provides our clients with security.
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guided by...
ServiceWe deliver customized, high quality, cost-competitive services to you in a manner consistent with our faith heritage and industry standard best practices.
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Our services include fund raising, planned giving, financial planning, tax and estate planning, trustee services and investment management services. Most financial services organizations provide a limited number of services to a broader range of customers. In the case of New Covenant Trust Company, we have purposefully designed our business model to provide a much broader range of resources and services to a more focused group of clients. Within our team of experienced professionals, the skills and expertise we possess coupled with the resources we provide are designed to best serve people of faith and faith based institutions.
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Your Faith
Your Values
Your Trust Company
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YOUR FAITH
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