Value Comparison to Secular Advisors

Entrust your church’s investments with the utmost care.


Abiding by Fiduciary Standards to Care for the Church’s Best Interests

Many professionals provide financial services: brokers, accountants, lawyers, insurance agents, and financial planners, many of whom work for networks with well-known brand names. However, it can be confusing to understand who you’re really working with and what are the true costs and business obligations of such a professional. The Foundation abides by fiduciary standards to care for your church’s best interests. There are no hidden costs, such as buy/sell commissions, “load” fees, or fees to open and close an account. The Foundation’s all inclusive annualized fee structure is about 1%. Considering the differences, such as Sustainable Investing, we’re confident the Foundation’s investment services provide your church superior value in aligning your investments with your values and mission.

Download this page as a PDF

Visit another page under Investment Overview:
Investment Overview Main Page

About the United Methodist Foundation (back)

Sustainable and Socially Responsible (next)

Investment Partner & Services Provider

Quantitative Sustainable Portfolios

Prudent Investment Management

Overview of Fund Performance