The Covenant Advantage
We offer a rare brand of investment counsel to our clients by combining independent research with personalized service. As a result, our clients gain the advantage of complete transparency of their assets and direct access to the decision makers within Covenant.
We are driven by an unwavering commitment to service excellence, integrity, honesty and confidentiality. And as a fiduciary, we always exercise prudence, diligence and the highest standard of care within all client relationships.
President, Covenant Asset Management
Covenant Asset Management was founded in 1999
by John Guarino and Tim Rowe. John spent nearly
20 years employed by two of New Jersey's largest
bank trust departments, while Tim worked for 15 years at New Jersey's largest independent financial planning organization before they joined together to found Covenant Asset Management.
Today, we provide investment advisory services to more than 100 high-net-worth clients and offer financial planning and transaction services to additional clients in products such as fixed and equity-indexed annuities.
Our mission is to deliver superior asset management services to affluent individuals, businesses and nonprofit organizations. Through the development of close professional relationships with our clients, we are uniquely positioned to assist in the optimization and realization of their financial goals.
With integrity and commitment, we take responsibility for preserving and enhancing your assets. Achieving this objective requires a comprehensive understanding of your needs, matched with suitable investment opportunities.
Investment Management Accounts
Individual Retirement Accounts (IRAs) and Rollovers
Pension and Profit Sharing Plans
Trust and Estate Accounts
Cash Management Accounts
Certain employees of Covenant Asset Management have memberships or
licenses with the following organizations:
- Chartered Financial Analyst (CFA) Institute
- New York Society of Security Analysts (NYSSA)
- National Association of Securities Dealers (NASD)
Please see company and individual profiles for more details.