Regardless of the role (whether Trustee, Executor, Planner, Advisory or other relationship), our goal is to have a comprehensive understanding of the legal and fiduciary responsibilities of that role. Because of our collaborative approach to service, we understand we are part of your larger professional team, and we aim to understand how our services interact with those provided by others. Finally and most importantly, we aim to understand you both professionally and personally. From current and future needs, troubles and concerns, to goals and desires, this understanding allows us to provide the highest quality service possible.
We demand the highest level of trustworthiness and transparency from our principals and employees. Integrity means fully embracing the role of the fiduciary by acting with due care and undivided loyalty to our clients in accordance with law and your instructions.
Vigilance means being attuned to our clients by being accessible to them, listening carefully to them, and being responsive to their needs. Vigilance means continually examining our relationships and guarding against conflicts. Vigilance is keeping a watchful eye out for changes that impact our clients (whether legal, regulatory, tax, environmental, family, or otherwise) and working with a team of experts to be proactive and to successfully adapt. It also means maintaining cutting-edge services to continuously meet or exceed industry standards.
First Covenant strives for excellence in all facets of its enterprise. We aim to have an excellent team of people who are treated with dignity and respect, who have a nurturing and positive environment within which to work. Our team members maintain excellence in client service and satisfaction. In pursuit of excellence we prioritize 1) investing in education and training for our team, 2) continuous improvement of our systems, policies and procedures and 3) investment in technology that helps us ensure seamless, streamlined performance of our fiduciary duties and services. Finally, we want to be exemplary individual and corporate citizens in the communities and states in which we live and work.