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Professional Investment Management
Endowment Fund Development | Stock & Real Estate Transfers | Workshops & Resources
Choosing the right firm/foundation to manage
your church’s 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.
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Investment
Expertise
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- Carefully developed
investment program
- Excellent volunteer
investment committee
- Four carefully selected
money management firms
- Third-party monitoring
service
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Achieving Your
Church's Investment Goals
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- 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
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Security of a
Third-Party Custodian
Security
of a Third-Party Monitoring Service
Protection
of Socially Responsible Investments
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- All four managers use the
United Methodist Social Principles as a guide to any
investment in our portfolio
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Have questions? We would love to hear from you.
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