Investments
Helping ministries to be good stewards
We help churches and other ministries invest financial resources so that they can grow for future needs. Our goal is for our investments to grow consistent with benchmarks. We want the process to be simple and straightforward for ministries, and we keep the cost low.
How do we do this?
- A passive investment strategy – We look for solid returns rather than trying to outguess the market.
- Pooled resources – This helps open up institutional mutual funds, and it greatly reduces transaction fees.
Who should invest in our long-term fund?
- Ministries that have funds in the bank or in maturing CDs that they do not intend to use for the next three years or more.
What are the benefits of investing with us?
- Simple to join – Just complete the agreement form and send in a check for the fund.
- Strong average growth – about 10% annual growth over the past 10 years. Past results are no guarantee of future gain. This is a result of our passive investment strategy.
- Simple to join – Just complete our agreement form and send in a check for the fund.
- Small management fee – .5% annually for our long-term fund
- Request withdrawal at any time – typically takes two weeks to a month for distribution.
What if we might need the money in the next year or so?
- NO management fee
- Intended for funds needed within the next one or two years.
- Invested in money market funds.
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Simple to join – Just complete our short term agreement form and send in a check for the fund.
- Requests for funds can be made at any time. It typically takes two weeks to a month for distribution.
If you would like to know more or have any questions please feel free to contact us at [email protected] or by phone at 808-973-1111.
