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The right financial strategies allow you to make a profound impact on the people and the ideas you care about. This is why we want to know what’s important to you. Together, we can create a successful path to your financial destination.

Everence Asset Management capabilities for individuals

Investment management

Personalized, diverse and well-managed portfolios developed according to your objectives, situation and beliefs – with allocation strategies and stewardship investing aligned with your wishes and needs. Learn more.

Financial planning

A comprehensive, holistic process to help you meet short- and long-term financial goals. Learn more.

Trust and estate planning and administration

Direct your intentions and have your wishes carried out through asset, tax and charitable strategies in coordination with your attorney. Learn more.

Family legacy plans

Multiple, tax-efficient strategies to transfer assets and encourage generational generosity. Learn more.

Charitable services

Creative giving tools that offer ways to grow your generosity, and realize tax and other advantages for you, your family and the charities you support. Learn more.

Everence Asset Management capabilities for organizations

Endowments and investment services for nonprofits

What’s the power of an endowment? It is a way for a church or non-profit to fund its valuable work and mission over the long-term. Learn more.

Business succession planning

Establish an efficient, equitable and protected transfer of your interests to family, partners or successors. Learn more.

Everence Asset Management services provided by Everence Trust Company and/or Mennonite Foundation, affiliates of Everence.