Ncf Investment Department Of New Covenant Trust Company, N.A. (Jeffersonville)

Ncf Investment Department Of New Covenant Trust Company, N.A. is an adviser based in Jeffersonville. It manages $1.25 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Ncf Investment Department Of New Covenant Trust Company, N.A provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ncf Investment Department Of New Covenant Trust Company, N.A: assets under management

The assets under management (AUM) of Ncf Investment Department Of New Covenant Trust Company, N.A. is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ncf Investment Department Of New Covenant Trust Company, N.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ncf Investment Department Of New Covenant Trust Company, N.A.

Daniel Fort Flowers has been acting as President since 1 Apr 2001. Harry George Harper joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Presbyterian Church (U.S.A.) Foundation	Share holder	1 Sep 1998	75% - 100%	23-1440115
Dennis James Murphy	Executive vice president	1 Oct 2000	Other	3235365
Daniel Fort Flowers	Director	1 Apr 2001	Other	4589559
Anita Jean Clemons	Investment officer	1 Apr 2001	Other	721310
Thomas Allen Seel	Investment officer	1 Apr 2001	Other	1050821
George Jost Hauptfuhrer	Director	1 Apr 2001	Other	1067764
Harry George Harper	Chief compliance officer	1 Sep 2002	Other	1197481

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Presbyterian Church (U.S.A.)	Member	1 Dec 1986	Other	13-3462549

Based in Jeffersonville

The principal office where Ncf Investment Department Of New Covenant Trust Company, N.A. performs its advisory services is located at 200 East 12 Th Street, Jeffersonville, IN 47130, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 800-858-6127 or by fax 502-569-5980. The normal business hours are 8:15 a.m. - 5:00 p.m. on Monday - Friday.