Investment Funds

We're proud of the financial history of our investments.The United Methodist Foundation of Michigan has now combined all funds into our newest fund option to best meet your financial investment needs.

 

FundPerf2a1Collective Investment Fund & Collective Money Market Investment Account

This investment option allows participants to select the desired mix of stock and fixed income investments by participating in a Balanced Fund, Bond Fund or Stock Fund. Participants may change their allocation between these funds as often as weekly or may select automatic annual rebalancing. Participants may increase their exposure to the equity markets by increasing their participation in the Stock Fund or, alternatively, reduce the anticipated volatility of the portfolio by reducing their equity exposure. The money market investment account also provides a place for funds requiring liquidity at all times.

 

PDFImageA2The Collective Investment Fund Offering Circular can be downloaded for more information
 

PDFImageA1aThe Collective Investment Fund Agreement Form

 

PDFImageA1b1The Collective Investment Fund Authorization for Withdrawal
and Deposit Form
 

PDFImageA1b2aSignature Certification Form

 

 

FundPerf2a1aPooled Congregation Fund

The Pooled Congregation Fund of the United Methodist Foundation of Michigan was available to investors until late 2009. At that time, investments were transferred to our Collective Investment Fund & Collective Money Market Investment Account (see above). The fund performance history reported here is from 1995 through October 2009.

 

 

For more information about the investment funds of the United Methodist Foundation of Michigan, please contact us.

 

©2010 All rights reserved. The United Methodist Foundation of Michigan. This website does not attempt to make specific legal or tax advice. For advice on how to handle your individual situation, the services of a competent legal, tax, or financial planning professional should be obtained.

SPOTLIGHT

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By David S. Bell

I find tremendous examples of stewardship and fundraising in all kinds of places. Recently, I encountered great stewards (and fundraisers, too) on a somewhat remote beach on a rainy Saturday morning. Here’s the story. read more

 

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By David S. Bell

Annual financial campaigns are conducted in many churches during the final quarter of a calendar year. Historically, annual financial campaigns were linked to the Fall harvest. However, this historic reason has been forgotten in the past several decades. read more

Fund management, investments, and stewardship services to help individuals, churches, and other United Methodist ministries.

"Laying a good foundation for the future." I Timothy 6:19