Investment Solutions
Invest with purpose and for your mission
Investment Solutions Aligned with Your Mission
We are committed to helping congregations, ministries, and individuals grow and manage their financial resources with integrity, purpose, and faith. Our Investment Solutions are designed to align with United Methodist values while offering a diverse range of offerings to meet varying financial goals and risk profiles.
We offer a suite of professionally managed investment solutions: a Money Market account for liquidity, a Conservative 30/70 model, a Balanced 50/50 model, a Moderate 60/40 model and two Growth 65/35 models.
Investments are managed by SouthCol Advisors (https://southcoladvisors.com/) and Wespath Institutional Investments (https://www.wespath.com/), both are recognized for their expertise in values-driven investing.
Whether you are seeking liquidity, balance, or growth, our investment solutions provide a faithful and financially sound way to support your ministry’s mission today and into the future.
We look forward to connecting with you.
Please use the button below for more information or to schedule a meeting with one of our team.
Online DonorView Access
The Investor online portal, “DonorView” provides access to your investment accounts and contains up to date asset valuations, consolidated report options and the ability to approve withdrawals. This is a service provided by the Foundation through REN Technology.
DonorView features up to date asset valuations and account information, along with an ability to process withdrawal requests and deposits digitally through this site.