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. 

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Individual retirement accounts

Grow your retirement savings with a variety of investment options.

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Investment management

Custom-managed investment portfolios designed to your objectives.

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Trust and estate planning and administration

Create peace of mind, when the time comes, to transfer your assets and property to others.

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It’s wonderful to have a place where we are known by our names. Everence is a blessing.
Elizabeth Perez Elizabeth Perez
Sarasota, Fla.

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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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Contact us

Everence

1110 N. Main St.
P.O. Box 483
Goshen, IN 46527


info@everence.com


(800) 348-7468

Benefit your community

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Charitable giving

Make a world of difference when you grow your capacity for generosity today, tomorrow and for generations to come. 

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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.

 

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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.

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Disclosure

Advisory services offered through Everence Trust Company and/or Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Everence entities are independent from ProEquities Inc.