Choosing the right firm/foundation to manage your portfolio can be the most critical decision in determining the success or failure of your investment.
By choosing us, your local church can benefit from a carefully developed investment program that utilizes some of the finest financial minds from across the entire Conference.
To maintain the high standards in Professional Management that our clients expect, we focus on the following areas to ensure your investment's success.
Investment Expertise
Carefully developed investment program
Excellent volunteer investment committee
Four carefully selected money management firms
Third-party monitoring service
Achieving Your Church's Investment Goals
Pooling funds for investment offers high quality investment
management
Creating a sound investment portfolio while providing a margin of safety and an opportunity for gain
Balanced portfolio: growth and value for income and long-term growth
Security of a Third-Party
Custodian
Security of a Third-Party
Monitoring Service
Protection of Socially
Responsible Investments
All four managers use the United Methodist Social
Principles as a guide to any investment in our
portfolio
Reasonable Costs Investments
Management fee of 1.75% on each fund balance
Figured annually
Prorated monthly
Personal Attention and Quality Service
We will work with your legal and financial advisors to assist you in making a gift to your local church or to any United Methodist board, agency or organization
