Churches, Conferences and Diocese

Faith based organizations typically invest their excess cash reserves in the most conservative way, even when the balances achieve greater values. We have experience helping organizations like yours develop a reasonable investment plan to help achieve your long-term objectives. Whether investing for supplemental income, growth of your asset base or both, an important part of our process is to screen out undesirable industries like alcohol, gaming, tobacco, pornography or cannabis. Let us show you how we have helped others embark upon a better investment journey.