|
Investment Services
Sophisticated investors have long understood the need for diversification and asset allocation among the various types of investment vehicles. Such diversification and allocation can provide both protection from undue risk and opportunity for significant growth.
The Foundation provides investment services that are otherwise unavailable to most of our Conference churches and other ministries. These services include:
- Five funds (actively managed by outside fund managers) with varying degrees of earnings and growth potential;
- Strict adherence to United Methodist Social Responsibility Principles relating to investments in companies that do not derive income from the manufacture or sale of alcohol, tobacco, gambling firearms, or pornography;
- Ongoing oversight by the Foundation's Board of Directors and Investment Committee;
- Immediate access to invested funds;
- No commissions, front-end or back-end loads, and no penalties for early withdrawal;
- Individual accounts -- depositors can have as many individual accounts as they choose with comprehensive quarterly reports provided for each account; and
- Low management fees -- lower than average mutual fund fees.
For more information about our investment services program for churches and Conference ministries, please contact the Foundation.
For the Investment & Fund Administration Services Brochure, click here.
For a printable copy of the Foundation's Investment Management Agreement, click here.
For the Quarterly Investment Performance Report, click here.
For the Executive Director's Quarterly letter to Investors, dated July 10, 2008, click here.
Investors, click here to access your online statements.
|
|
|
