Maximize your ministry impact.

We help you steward your resources wisely—
so you can reach more people for Christ.

Why partner with us?

Market Analysis

Get the latest investment research and analysis to guide your decision making.

Trusted Guidance

We partner with PNC, one of the leading banks in the United States, to prepare detailed investment reports.

Customized Reviews

Receive regular investment reviews virtually or in person on your preferred schedule.

Responsive Support

Our team is just one phone call away and returns after-hour messages within 24 hours.

Below-Market Cost

Enjoy a complete package of investment management, administration, and fiduciary oversight at a lower cost.

24/7 Access

You always have access to your account statements online.



Learn more about how investing your money can expand your capacity for outreach.

Short-Term Fund

Investing your church or ministry’s money through a short-term fund is a low-risk method to put your cash to work.

short-term fund

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.

Stock Gifts

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.

Legacy Giving

Develop a strategy to wisely steward legacy gifts while honoring donors’ wishes.


Set up scholarships for students in your church or community.

Cemetery Fund

Establish a fund to maintain your cemetery.

Reserve Funds

Invest your excess cash, protect your resources, and grow your ministry.

Charitable Annuities

Offer smart giving opportunities to your donors.

Talk with a trusted financial professional.

Get your questions answered so you can expand your ministry.