Our Investment Process

Our Covenant Wealth Strategies’ Investment Team performs investment selection, asset allocation, mutual fund manager due diligence, quarterly rebalancing, weekly portfolio attribution reporting and daily monitoring.

The majority of the assets that we manage are in a proprietary strategy called Protect and Advance. This strategy utilizes the principles of modern portfolio theory and fundamental analysis, along with an overlay of technical analysis that seeks to protect capital by scaling risk out – including raising cash – during times of heightened market volatility to the downside.

We incorporate individual stocks for equity exposure. ETFs and Mutual Funds may be used to capitalize on a specific theme as part of the model’s equity exposure. Our allocation models feature institutional share class of mutual funds for fixed income exposure with the team managing credit and interest rate exposure through manager selection. 

As a team, we utilize a proprietary scoring model which incorporates traditional fundamental analysis, principles of Biblically Responsible Investing (BRI) and technical analysis (the study of a stocks’ price movement) to make asset allocation and security selection decisions. Our clients know what they own.