How we invest

We believe our investment choices can reflect our values and make a positive impact on communities around the world. We call this stewardship investing, and we integrate these principles into many of our investment options.

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Investing principles

What is stewardship investing?

Stewardship investing grows out of our 500 year-old Anabaptist faith tradition.

  • We believe that our values should inform all aspects of our lives.
  • We are called to work for peace, justice, compassion and spiritual transformation.
  • We are caretakers of creation and the communities around us and we must preserve them for future generations.
  • We are called to be financially productive – to make good and wise use of all the resources God has entrusted to us.

These basic principles led us to the framework for our investing.

Positive values

We seek out companies that support positive values, such as respect for human dignity, responsible management, and environmental stewardship, while avoiding industries and activities like gambling, alcohol and tobacco production, and military contracting.

Shareholder advocacy

We participate actively in corporate decision making through shareholder advocacy and direct company dialogue – challenging harmful activities, encouraging positive social change, and supporting wise business decisions that focus on long-term benefits for all stakeholders.

Community development investing

We pursue an extensive program of community development investing that widens the door of economic opportunity by empowering disadvantaged individuals and communities.
I invest part of my retirement savings with Everence, because I know that its investments support organizations and companies that practice good stewardship of the earth and the people on it.
Dean Denner
Manhattan, Kansas

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Charitable giving

We have charitable giving options that allow you to grow your money, so that you can give back more to the charities and nonprofits that you care about most.

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Asset management

Grow your finances with well-designed, custom strategies, including options that let you invest in and contribute to communities and issues that you care about.

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Annuities

Save for retirement and know that your money is invested in enterprises that support and enhance the causes of peace, justice and the quality of human life.

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Praxis Mutual Funds

A mutual fund family of Everence, Praxis Mutual Funds lets you make an impact with your investments.

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Invest with a company that shares your values. 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

About Everence

Founded in 1945, Everence is a faith-based, member-owned financial services organization with Anabaptist roots. We offer banking, insurance, investments, asset management, financial planning and other financial services with community benefits and stewardship education.

 

Learn more about our heritage