Why partner with us?
Get the latest investment research and analysis to guide your decision making.
We partner with PNC, one of the leading banks in the United States, to prepare detailed investment reports.
Receive regular investment reviews virtually or in person on your preferred schedule.
Our team is just one phone call away and returns after-hour messages within 24 hours.
Enjoy a complete package of investment management, administration, and fiduciary oversight at a lower cost.
You always have access to your account statements online.
Learn more about how investing your money can expand your capacity for outreach.
Investing your church or ministry’s money through a short-term fund is a low-risk method to put your cash to work.
How can we help you?
Explore our financial services.
Get guidance on how to establish an endowment benefitting your church or ministry.
Schedule a financial seminar at your church or ministry event.
Learn how to manage donations made in the form of stock gifts.
Real Estate Gifts
Our team can help you evaluate and accept real-estate donations.
Develop a strategy to wisely steward legacy gifts while honoring donors’ wishes.
Set up scholarships for students in your church or community.
Establish a fund to maintain your cemetery.
Invest your excess cash, protect your resources, and grow your ministry.
Offer smart giving opportunities to your donors.
Talk with a trusted financial professional.
Get your questions answered so you can expand your ministry.