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Investment management

Everence offers per­sonalized, diverse and well-managed portfolios that fit your objectives, situation and beliefs – with allocation strategies and stewardship investing options aligned with your wishes and needs. We are a financially strong organization with a 70-year history of helping people manage grow their gifts.

At your side

We’ll work with you one-on-one to identify your personal investment risk profile, values perspective and goals to deliver outcomes aligned with your short- and long-term objectives.

Contact us today to learn more. Find an advisor or call (800) 348-7469 for a no-obligation introduction or review.

A professional team

Our invest­ment managers offer technical expertise as they monitor domestic and international markets, research strategies and employ independent analysis. This helps ensure that well-designed portfolios are available to meet your needs.

Built on trust

We are committed to our fiduciary responsibility to you. This means we promise to manage your investments according to what’s best for your situation, and make recommendations based on your interests.

Stewardship investing

Make your investment make a difference through our approach to socially responsible investing. This includes faith-rooted investment selection, and options that reflect your values perspective: SRI, partial SRI and SRI not required.

Simple and streamlined

You don’t have to labor through hours of portfolio strategies, conflicting or overlapping holdings. Receive straightforward advice and service so you can focus on what matters most to you – family and friends, service to church and community, and the work enjoy.

Robust advantages – one competitive price

  • Personalized asset allocation
  • Diversification
  • Systematic rebalancing
  • Regular reporting
  • Online access

Portfolio strategies

Portofolio strategies 2

Green Priority Portfolio

The Green Priority Portfolio provides you with an investment option that aligns with a concern for the environment and sustainability.