Covenant Partners, LLC

Covenant Partners, LLC is an investment advisory firm based in Nashville, Tennessee, established in 1997. The firm specializes in providing fiscal counsel, portfolio management, financial planning, and consulting services. Covenant Partners is owned by Todd D. Glisson and J. Banks Link, who have 100% ownership. The firm manages assets on both a discretionary and non-discretionary basis, with $730,992,249 under discretionary management and $279,956,156 under non-discretionary management as of December 31, 2024. Covenant Partners offers services such as financial outline development, investment objective setting, and general consulting. The firm acts as a fiduciary when providing individual retirement advice, ensuring clients' best interests are prioritized. Additionally, Covenant Partners offers fiscal counsel services, including bill-paying, tax planning, and retirement planning. For portfolio management, Covenant Partners follows a long-term investment strategy, primarily utilizing mutual funds, ETFs, and private investments. The firm charges management fees based on a percentage of assets under management, with a tiered fee structure. Clients have the option to hold accounts with Charles Schwab & Co., Inc., the firm's recommended custodian. The firm does not engage in performance-based fees or side-by-side management. Covenant Partners serves individuals, high net worth individuals, trusts, and in some cases, privately held business entities and estates. The investment strategies focus on strategic asset allocation and diversification to meet clients' long-term goals while managing risks effectively. Clients' accounts are reviewed regularly, and the firm does not vote on proxies related to client securities. The firm's principals have no disciplinary events to report, and they supervise all activities of the firm.