Trusts and estates
Everence Trust Company believes that including your faith in the trust and estate planning process can be a source of comfort and direction in making complex decisions. Whether it is retirement planning or tax issues, Everence representatives are available to answer investing questions from congregational leaders or individual members.
Accepting the responsibility for investing your assets wisely is a significant stewardship challenge. Everence Trust Company can help simplify your responsibility and help you on your journey to become a more effective Christian steward. Our representatives will work closely with you to help design an investment program that should not only meet your objectives but also take into account your faith and values.
A full range of investments
You and your representative will build a portfolio that should best meet your objectives by tapping a full range of investments. Domestic and international stocks and bonds, active and passive management, and a host of other options are available to create a portfolio designed specifically for you. Options include alternative assets and unique stewardship investing options such as community development investing that direct your investment dollars toward building communities.
All of your investments are consolidated into a single report. No more shuffling through stacks of paper from multiple accounts every month or every quarter, trying to figure out if your overall investment program is meeting your objectives. Consolidated tax reporting also makes that annual task easier. And you have online access to your account at any time.
Your account is monitored and adjusted regularly to help ensure your portfolio continuously reflects your original intentions. This rebalancing happens automatically with no action required from you.