Receive straightforward investment advice and service that can help you avoid laboring through hours of strategies. And instead, focus on what matters to you: the work you enjoy, family and friends, and service to church and community.
As part of our approach, we'll take a clear-eyed assessment of your risk tolerance, investment horizon and your overall goals, and beliefs. Then, create a custom-fit investment plan that aligns with where you're headed.
Instead of pursuing the latest trends, our investing approach features sound, long-term strategies that provide the opportunity for protecting and growing your resources, managing risk, so your resources can go to work.
You can expect to work with a qualified representative and supported by a team that will work to understand your needs – in a way that can be convenient for you – whether that's in person, by phone, online, or in other ways.
Our tools and services are designed for you.
The opportunity to use your finances to make an impact on the world is vitally important for many. You can select among the specific impact portfolios, or inquire about other customized options that align with specific concerns.
An investing option that aligns with the desire to promote peace within a troubled region. See how we apply an extra level of diligence to fund selection with a concern toward a social objective.
For more details,download the portfolio information sheet (PDF).
This portfolio offers you an investment option that aligns with traditional biblical values. If you are looking for a way to align your personal faith convictions with your financial investment choices, this investing option may be right for you.
For more details, download the portfolio information sheet (PDF).
Investment management provided through Everence Trust Company, an affiliate of Everence.
Investments are subject to market fluctuations, may lose value, and are not subject to any company or government guarantees.
