Endowment and asset management

Long-term stability and growth is a concern for any organization. That’s why we are pleased to partner with so many churches, charitable institutions, mission agencies and businesses. We offer services that can help you focus on your mission, welcome discerning donors, and help you secure a promising future.

Contact a representative About us

See how organizations like Springhaven have turned to us for a range of financial services, and delivered in the spirit of shared values. 


Customized strategies aligned with your mission

The unique needs of your organization require an investment plan that is custom fit for your mission, your objectives and the financial situation. Learn how we can serve these needs. 
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Stewardship investing options

Access socially responsible, faith-rooted investing options to put into practice the values and beliefs of your organization, leadership and members, donors or patrons. 
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Stay informed

As part of our endowment and asset management services for nonprofits and business organizations, you can expect personal service, with regular reporting, performance trends, online account access and more. 
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Robust services at attractive costs

You can access the advantages of these services at competitive fee levels, through our institutional class shares, stretching your resources even further.
For more than 70 years, faith organizations, nonprofits, and businesses have turned to us for a trusted partnership and an understanding of their values and operations. 

Working with you

You can expect a close working relationship and ongoing communication in service of your needs.  

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Individual service, team approach 

Your account is served by a knowledgeable support and administration team, highly competent investment management staff and a relationship advisor that will help coordinate and provide service to you, your staff and your organization.  

additional advantages 

Personalized insights

  • Online account access with transaction and regular performance reports
  • Custom investment selection aligned with your investment policy statement
  • Available consultation, personalized reporting and customized consulting 


Investments are subject to market fluctuations, may lose value, and are not subject to any company or government guarantee.