Where Your Assets Are Held

At New Covenant Financial, we operate as an independent, fee-only fiduciary firm. To maintain the highest standards of safety, transparency, and consumer protection, we never take custody of your money directly.

Instead, your financial assets are held by an independent, third-party custodian Altruist.

Who Is Altruist?

Altruist is an modern, institutional custodian designed specifically for independent financial advisors and their clients. As a custodian, Altruist holds your funds, executes trades at our direction, issues your account statements and generates tax documents.

To learn more about how Altruist protects your assets and supports your financial journey, visit the Altruist Client Resource Page.

Client Account Access

Already a client? Log in directly to your secure account dashboard to view balances, performance reports, and account activity:

• Log In to Your Altruist Account

New Covenant Financial is an independent registered investment advisor. Altruist Financial LLC is an unaffiliated, SEC-registered broker-dealer and member FINRA/SIPC. New Covenant Financial and Altruist Financial LLC are separate and unaffiliated entities.