Investments and Asset Management
MAUMF’s investment services allow United Methodist churches, groups and agencies to invest with confidence. Fund holders know their money is well managed and working to further the ministry.
The Mid-Atlantic United Methodist Foundation has grown steadily to nearly $100 million in assets under management, representing funds from about 400 churches.
We offer the performance and low (1%) fee expected of a large investment house. We add to the equation uniquely United Methodist priorities and values:
- Socially responsible investments
- Reinvestment of fees directly to church education, consulting and support
- Personal service and support for every church and fund holder
Investment Options
We understand that each client is different with varying needs and issues. So, the Foundation provides several types of accounts:
Regular Accounts ($10,000 to $150,000) – The foundation of many of our initial or smaller churches’ accounts:
- Five allocation choices
- Quarterly statements
Custom Accounts ($150,000 and up) – Larger investment accounts and most endowments:
- Many allocation choices
- Monthly statements
- Online Viewing Access
Contact us for more details and a personal introduction to our services.
World-Class Financial Management
Our fund performance consistently ranks in the top tier of all Socially Responsible Screened Foundations. We employ professional financial managers held to the highest standards by our experienced board of directors.
MAUMF partners with Fulton Financial Advisors to administer our Genesis Funds. This family of funds developed exclusively for MAUMF and managed by dedicated financial managers, allows for diversification across a broad spectrum of asset classes and categories. These funds are administered by Fulton Financial Advisors, which operates through affiliates of Fulton Financial Corporation and is a $10 billion firm based in Lancaster, PA.
United Methodist Investment Values
All our investments are double screened at the time of purchase against the General Board of Pension’s list of restricted securities thereby assuring every effort has been made to comply with The United Methodist Church’s social principals outlined in the Book of Discipline.
We Exist to Support Our Churches
Half of our 1% fee pays for our investment managers, the other half supports the MAUMF staff and is re-invested to educate and consult with clergy and congregations to promote best practices for financial management and leadership of our churches.
Personal Service & Support
With MAUMF you have dedicated staff who understand the United Methodist ministry and are here to support your church and the management of your funds. Responsive, transparent representatives you will know by name when you invest with MAUMF.
Our Latest Financial Reports
If you missed our February 7, 2019 investor webinar here are the slides that were shared and the Market Report by Rob Morgan our Chief Investment Officer.
Webinar Slides – 2019 Key Themes
Jan 2019 Investment Review by Rob Morgan, CIO
As always, if you have any questions please contact Jack Brooks, executive director, at jackbrooks.mafoundation@gmail.com, cell 610-952-4002, office 800-828-9093, ext.1008.