As your financial partner, we offer multiple investment funds to meet both short- and long-term goals. We will work with you to design a portfolio specific to your needs.
And you can invest with confidence. All our portfolios adhere to the United Methodist Book of Discipline and feature socially responsible investments. Our portfolios’ performance are comparable to many of the benchmarks for all types of managed funds, providing competitive returns on investments that align with your mission.
We offer various account types tailored to different financial objectives. Our selection of portfolios is designed to meet a range of investment needs. Please review our current_performance and historical fund performance and then contact us to discuss your investment needs. We stand ready to provide professional counsel, partnering with you to create a solid financial base to advance your ministry.