New Covenant Trust Company, Na (Jeffersonville)

New Covenant Trust Company, Na is an adviser based in Jeffersonville. It manages $1.39 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Indiana.

New Covenant Trust Company, Na provides 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.

New Covenant Trust Company, Na: assets under management

The assets under management (AUM) of New Covenant Trust Company, Na is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.19 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay New Covenant Trust Company, Na 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 New Covenant Trust Company, Na

Frank Roland Adams has been acting as President since 1 Aug 2010. Paul Harrison Stropkay has served as the Chief Investment Officer since 1 Aug 2008. Mark A. Caplinger joined the executive team most recently as the Director/Inv Committee Member.

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
Richard Joslin Seiwell	Director/inv. committee	1 Nov 2002	Other	1770496
William Robert Precious	President	1 Sep 2003	Other	1997315
George Welsh Rue	Vp/investment officer	1 Nov 2004	Other	4799010
Lynwood Lawrence Battle	Director/investment committee member	1 Apr 2005	Other	4971959
Susan Rome Ingram	Director/inv committee member	1 Apr 2006	Other	2304619
Charles Henry Self	Director/inv committee member	1 Apr 2006	Other	5527810
George Jost Hauptfuhrer	Director/inv committee member	1 Oct 2006	Other	1067764
Robert E Leech	Ceo and acting president	1 May 2007	Other	2338286
Paul Harrison Stropkay	Svp/chief investment officer	1 Aug 2008	Other	4007134
Catherine Crask Benge	Chief compliance officer	1 Mar 2009	Other	5146947
Gregory T. Rousos	President & ceo	1 Feb 2010	Other	5116363
Robert E Leech	Director/inv committee member	1 May 2010	Other	2338286
Frank Roland Adams	Director/inv committee member	1 Aug 2010	Other	1415756
Mark A. Caplinger	Director/inv committee member	1 Aug 2011	Other	5954000

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 New Covenant Trust Company, Na performs its advisory services is located at 200 East 12 Th Street, Jeffersonville, IN 47130 3854, 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 800-528-4083 or by fax 502-805-0491. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.