Your local church can benefit from a carefully developed and professionally managed investment program.
|Download the Investment Overview PDF|
To view the Investment Overview online, click on the links below:
About the United Methodist Foundation
– Multiply your church’s resources in the Name of Jesus Christ.
Value Comparison to Secular Advisors
– Entrust your church’s investments with the utmost care.
Sustainable and Socially Responsible
– Align your church’s investments with ethical standards.
Investment Partner & Services Provider
– Benefit your church with institutional-class solutions and care.
Quantitative Impact Portfolio Methods
– Putting the best of the markets to work for your church.
Prudent Investment Management
– Simplify your church’s investments through three funds.
Overview of Moderate Fund
– Invest with a balanced mix of 60% stocks & 40% fixed income.