COVENANT INVESTMENT SOLUTIONS L.L.C.

Overview

Covenant Investment Solutions L.L.C. is a small, fee-based advisory firm focused on portfolio management for individuals, families and smaller businesses. The firm’s reported allocation stance favors equities—primarily exchange-traded securities—and it combines direct public-market exposure with third‑party alternative managers. Advisory activity centers on discretionary portfolio management for individual and small-business clients as well as for certain business or institutional accounts. Fee billing is based on a percentage of assets under management. Covenant does not position itself as an ESG or pension consultant and is not identified as a multi-state or related adviser. The owner structure is individual-led, and the firm reports managing client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices