Scott Robert Duncan

Senior Wealth Advisor at Covenant Multifamily Offices LLC

Scott Robert Duncan

Scott Robert Duncan

Senior Wealth Advisor at Covenant Multifamily Offices LLC

Biography

Scott Duncan

CFP®, CLU®, ChFC®

Senior Wealth Advisor

Oklahoma City

Scott Duncan is a Senior Wealth Advisor at Covenant. Prior to joining Covenant, Scott founded Covenant Financial Services in 1978 and in 1984 formed Covenant Financial Services, Inc as a Registered Investment Advisory firm. Scott brings extensive family office experience in comprehensive individual, family, and multi-generation financial planning, wealth structures, tax and estate planning, family governance, leadership transition, philanthropic strategies, and insurance planning.

Scott attended high school at the New Mexico Military Institute and received his B.A. from Oklahoma Baptist University and his M.Sc. in Financial Services from the American College. He retains professional designations as a CFP®, CLU®, ChFC® and is certified in estate planning and taxation by The American College. Scott is a member of the President’s Council of the Colonial Williamsburg Foundation, as well as, a member of the Board of Trustees for Mid America Christian University.

Scott collects art and 18th century American antiques and currently serves as the editor of the Pewter Collector’s Club of America newsletter. His recreational activities include mountain biking in his beloved Crested Butte, Colorado and he puts in a thousand miles or more per year on his road bike to stay in shape. He and his wife, Debra, have a grown son and daughter and four grandchildren who all live within a five minute drive from their home in Edmond, Oklahoma.

Overview
Career Highlights

CFS LLC

RelSci Relationships

72

Number of Boards

1

Relationships
RelSci Relationships are individuals Scott Robert Duncan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Wealth Advisor at Covenant Multifamily Offices LLC

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Vice Chairperson of the Board of Trustees at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

Trustee at Mid-America Christian University

Relationship likelihood: Strong

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Scott Robert Duncan
Senior Wealth Advisor at Covenant Multifamily Offices LLC
Career History
Founder
1984 - Current

CFS LLC, dba Cartographer LP, is a global macro investment firm that focuses on achieving absolute returns. The firm seeks to preserve capital while generating targeted rates of return via multiple strategies and multiple asset classes in a risk-controlled and consistent manner. Their strategies include: Aggressive, Moderate, Conservative and Deep Value/Opportunistic.

Senior Wealth Advisor
Current

Covenant Multifamily Offices primarily allocates client investment assets among various debt (bonds) and fixed-income securities, mutual funds, private investment funds, independent managers and/ETFs on a discretionary basis in accordance with the client's designated investment objectives. The firm has developed an investment approach that targets each client's major objectives and employs customized, short- and long-term strategies designed to sustain wealth.Covenant's Lifestyle Portfolios are income-oriented and tax efficient. The portfolios focus on preserving purchasing power, meeting consistent return expectations and funding living expenses. The firm's Legacy Portfolios are less liquid strategies that focus on capital growth and upside opportunity. Portfolios have a long-term focus and are based on a 100-year plan. Covenant's Philanthropy Portfolios are balanced growth and income portfolios with a real return focus.

Boards & Committees
Trustee
Tenure Unconfirmed
Political Donations
$500
2010
Other Affiliations
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