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See the Growth.
Own the Results.

Your full financial picture—organized, connected, and always within reach. Through your personalized portfolio portal, every detail is right at your fingertips.
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Preserving Wealth Across Generations

At Covenant, we take a holistic approach to managing wealth - One that aligns each client's investment strategy with their life goals, liquidity needs, and long-term legacy.  From sophisticated vehicles like PPLI to thoughtful exposure across credit and equity, every component is selected with purpose and integrated into a broader, cohesive plan.  Our role extends beyond investment selection; we serve as strategic partners, helping clients make decisions that are not only financially sound, but also structurally optimized for where they are - and where they want to go.
 
Asset Allocation
At Covenant, we provide institutional-caliber investment strategies for elite individuals and family offices pursuing both growth and income. Our core offerings include the Covenant AI Singularity Fund, which targets high-growth, hard-to-access companies, and the Credit Income Opportunities Fund, which delivers monthly income with strong liquidity. While these are flagship strategies, our broader allocation framework also includes exposure to real estate, passive income vehicles, and other asset classes for enhanced diversification.
 
Tax Efficiency
Covenant designs customized tax and investment strategies to meet the complex needs of ultra-high-net-worth individuals and family offices. We partner with seasoned custodians like Digital Trust and Charles Schwab to provide secure, efficient access to tax-advantaged structures. This includes IRAs for streamlined, tax-deferred growth and Private Placement Life Insurance (PPLI)—a sophisticated vehicle offering tax-deferred compounding, enhanced privacy, and powerful estate planning benefits. These tools help preserve wealth and support multi-generational capital transfer.

 

 

 

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Generational Planning
The Strategy Trusted by The World's Most Sophisticated Families

 

The most elite investors don’t just grow wealth—they protect it, structure it, and pass it on with intention. At Covenant, we help clients implement advanced estate and tax planning tools, including Private Placement Life Insurance (PPLI), to ensure multigenerational capital is preserved, compounding, and shielded from unnecessary exposure. Discover how our clients leverage PPLI to optimize returns and transfer wealth with privacy, efficiency, and control.

Click here to access the full PPLI Brochure

 

 

 

All information provided herein is for informational purposes only and should not be deemed as a recommendation to buy or sell securities. All performance results are estimates and should not be regarded as final until audited financial statements are issued. Past performance is not necessarily indicative of future results. All investments involve risk including the loss of principal. Return targets or objectives, if any, are used for measurement or comparison purposes and only as a guideline for prospective investors. Targeted returns reflect subjective determinations by the Manager based on a variety of factors, including risk tolerance and market conditions. Performance may fluctuate, especially over short periods. Targeted returns are not intended to be actual performance and should not be relied upon as an indication of actual or future performance. The performance reflected herein and the performance for any given investor may differ due to various factors including, without limitation, the timing of subscriptions and redemptions, applicable management fees and incentive allocations, and the investor’s ability to participate in new issues. There is no guarantee that Covenant will be successful in achieving the Fund’s investment objectives. An investment in the Fund or any security recommended herein or by virtue of the discussion herein contains risks, including the risk of complete loss. Any investment specific information and/or statistics are subject to change at any point. Covenant makes no representations or warranties as to the accuracy, timeliness or completeness of such information. Covenant does not represent that it has any affiliations with any of the VCs in it “14 VC Cohort”. Data on investment performance of the 14 VC Cohort is collected from third party sources.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC . Covenant VC is not a registered broker-dealer, and Finalis Securities LLC and Covenant VC are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck.

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