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A Faith Community Non-Profit Foundation Serving The United Methodist Church: Eastern Pennsylvania, Peninsula-Delaware, and the Baltimore-Washington Conferences.
A Faith Community Non-Profit Foundation Serving The United Methodist Church: Eastern Pennsylvania, Peninsula-Delaware, and the Baltimore-Washington Conferences.
Direct insight about the markets from our partners at Fulton Bank each Friday at 4:15pm.
There was no call last week, due to the Memorial Day holiday. If you would like to listen to the call from Friday, May 15th, you can listen to it here.
Jack Brooks (MAUMF Executive Director) and Keith Aleardi (Chief Investment Officer, Fulton Financial Advisors) discuss the current market situation on this podcast. Listen 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.
