Wespath Difference
There is a Wespath Difference, not just in terms of returns year over year but also in the positive impact your investments make while generating competitive returns
Do no harm
be socially responsible
Do good
make a positive impact
Stay in love with God
serve your mission
Aligning Values
Our priority, along with Wespath Institutional Investments, is your financial future. Investments are made in accordance with the values of our United Methodist faith and generate competitive returns.
Through Wespath Institutional Investments, we:
Invest in companies that demonstrate meaningful social and environmental impact to seek higher returns
Actively engage companies and policymakers by urging them to adopt sustainable practices and policies
Avoid certain investments due to ethical exclusions or because they pose excessive sustainability-related financial risks
The Wespath Difference
Wespath’s Institutional investing approach provides US & global diversification through multi-manager funds. This selection of high-quality, well-managed funds allows institutional clients the ability to choose among broadly diversified portfolios across asset classes, styles and strategies.
We may review our clients’ investment objectives and engage in ongoing dialogue to enable them to select the appropriate investment options.