Investment Overview

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.

Print Friendly, PDF & Email