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For customers with pooled accounts (<$150,000), who until recently have been receiving quarterly statements in the mail, we will soon have online access to monthly statements.
On Tuesday, June 29, 2021 at 4:15 p.m. we will be hosting our next live webinar that will provide up-to-the-minute insight from CEO, Dave Hanson, and CIO, Keith Aleardi. Register here.
It’s easy to find an investment advisor, but today’s church really needs a “fiduciary advisor” – an advisor that is legally obligated to act in the church’s best interest not the investment firm’s. Only one investment group knows and understands churches here in the mid-Atlantic. The Mid-Atlantic United Methodist Foundation is the first faith-based foundation to earn certification from the Center for Fiduciary Excellence. We exist to help churches thrive.
Well before we invest an organization’s money, we work together to identify and understand your church’s investment timeline, priorities and risk tolerance. Some churches are saving for capital improvements. Others are ready to build an endowment. Still others have specific ministry programs they are working to fund. We work with you before, during and after investments come through the door – we head down the path together to reach the financial goals that will secure your church’s bright future.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
