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.
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 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.
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.
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.