Investment Performance

Investment Performance? YES, we deliver that too.

We achieve investment results on par with the largest national investment firms – and in the top 10% of United Methodist foundations. The investment process uses local foundation staff, investment consultants, a fiduciary consultant, nine portfolio managers, an asset custodian and trust accounting services working in concert to manage our client’s invested resources to achieve results.

This investment process has proven to increase performance oversight and reduce both cost and risk. Fulton Financial Advisors, a $10 billion dollar bank based in Lancaster, PA, has been selected to coordinate this approach and our board in turn, oversees and approves these advisors. By developing and maintaining our own funds, we abide by our socially responsible mandate and allow a church to enjoy greater diversification across a broad spectrum of asset classes and categories to seek investment return.

Top 10% Performance

Investment 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.

 
Investment Performance