Asset management
Everence asset management products include many features shaped by our faith roots. Work with one of our financial professionals to grow your finances with well-designed, custom strategies.
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Products
Growing a confident future
Everence asset management products combine excellent services with your values.
Individual retirement accounts
Grow your retirement savings with a variety of investment options.
Trust and estate planning and administration
Create peace of mind, when the time comes, to transfer your assets and property to others.
It’s wonderful to have a place where we are known by our names. Everence is a blessing.
Sarasota, Fla.
Get started
Let Everence help you reach your financial goals, no matter where you are on your journey. Contact an Everence representative or leave your information so that we can contact you.
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Benefit your community
Charitable giving
Make a world of difference when you grow your capacity for generosity today, tomorrow and for generations to come.
a fund family of Everence
Praxis Mutual Funds
With values-based investing from Praxis Mutual Funds – a fund family of Everence – you can have a positive impact on the world. Guided by faith values, our unique approach combines social and financial considerations, with the goal of real, positive impact.
Everence values
Doing better together
By working with Everence, you help make a difference for our members and community. We live out our values through responsible money management and giving back to others through unique community investing, grant-making and charitable giving programs.
Disclaimer
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.