OUR DIVERSIFIED PORTFOLIOS ARE DESIGNED FOR CHURCHES OR AGENCIES SEEKING:

• Long-term (5 to 10 year) superior investment performance

• Broad diversification using multiple managers

• Investments aligned with United Methodist Social Principles

• Managed Risk

• Income and capital appreciation

Each portfolio provides a broad measure of diversification while employing different levels of investment risk and expected returns. The funds that comprise these portfolios are managed by Wespath, the investment agency of the United Methodist Church. The one, three, and five year return data are updated here monthly. Please remember that future performance does not mirror past performance. 

For churches and agencies seeking more liquidity and less market fluctuation, we also offer a Stable Value Portfolio, managed internally. Scroll all the way down to read more. 

FORMS:

• Investment Agreement Form (new file)

• Investment Agreement Form (existing file)

• Investment Agreement Form

• Addendum A: new account

• Addendum A: existing account

• Account Access Authorization Form

• Deposit Form

• Withdrawal Form

• Direct Deposit Authorization