Fund Management
Faith Perspective
In the parable of the talents we read about the Master who leaves his assets in the hands of his stewards while he is away on a long trip. Upon his return we learn who has been the faithful steward and who has not. When applying this parable to the ministry and mission of the United Methodist Foundation, we see the church or United Methodist institution as the Master and we are the faithful stewards of the Master’s assets.
Investment Objectives
- Balancing risk with competitive rates of return
- Competitively low administrative costs
- Socially responsible investing
- Choice of 5 different investment fund options
Investment Services and Features
- Sub-accounting available for multiple accounts
- No restrictions on withdrawals for long term investments
- No minimum balance on long term investments
- Professional consulting services of Callan and Associates
- Fast service and response of distribution requests
Investment Related Links
- Fund Options
- Asset Allocation
- Investment Returns
- Investment Consultant
- Asset Managers
- Investment Committee
- Asset Management System
