Live out your values and receive responsible money management with Everence. We can help you make a difference in the lives of others by giving back through unique impact and values-driven investing.
overview
Robust advantages
Personalized, diversified, and well-managed investment portfolios that can fit your objectives, financial situation – with allocation and stewardship investing options that align with your values.
Personalized asset allocation
Your portfolio is built based on your values, goals, risk tolerance and needs. A wide range of strategies is available to accommodate your personal investing profile.
Portfolio diversification
A carefully selected mix of securities- including equities, fixed income and various alternative assets - promotes competitive returns, strength and stability.
Systematic rebalancing
Regular portfolio adjustments help ensure that your investments continue to meet your objectives amid market shifts.
Tax sensitive strategies
Taxable accounts can benefit from technology solutions to balance lowering your tax bill with maintaining your portfolio's recommended asset allocation.
Regular reporting
You’ll receive periodic performance statements so you can easily monitor your portfolio, along with year-end reports to simplify tax filing.
Online access
You can view your account, holdings, returns and transactions at any time through our secure and easy-to-use website.
process
Our investment management process
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.
Investment and allocation questionnaire
Current situation
Risk tolerance
Goals and objectives
Time horizon
Stewardship investing profile
Values alignment
Socially responsible investments (SRI)
Impact investing options
Full, partial, or SRI not required portfolios
Customized investment plan and asset portfolio
Access to institutional-class securities
Professionally managed
Regular rebalancing
Account monitoring/ standards
Regular plan review icon version
Monitor for performance
Adjusted to changing personal situations
Manage for economic and geopolitical risk
Take a small step today
And invest in your tomorrow
Working with us
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.
Market Expertise
Insights into the markets and economy
Subscribe here to receive the monthly Market Commentary via email.
Impact options
Investing with concern
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.
Green Priority Portfolio
The Everence® Green Priority Portfolio provides you with an investment option that aligns with a concern for the environment and for sustainability. If it is important that your investments reflect your priority for limited or reduced fossil fuel funds, environmental protection and ethical practices, this investing option may be right for you.
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.
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.
As a shareholder, Everence can place proxy votes in corporate board meetings where we hold stock. We believe that the votes we make for company policies and board members should reflect both our fiduciary duty and moral responsibility.
Disclosure
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.
