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Fund Management
Faith Perspective In the parable of the talents we read about the Master who leaves his assets in the hands of his stewards while he is away on a long trip. Upon his return we learn who has been the faithful steward and who has not. When applying this parable to the ministry and mission of the United Methodist Foundation, we see the church or United Methodist institution as the Master and we are the faithful stewards of the Master's assets.
Investment Objectives
Balancing risk with competitive rates of return
Competitively low administrative costs
Socially responsible investing
Choice of 5 different investment fund options
Investment Services and Features
Sub-accounting available for multiple accounts
No restrictions on withdrawals for long term investments
No minimum balance on long term investments
Professional consulting services of Callan and Associates
Fast service and response of distribution requests
United Methodist Foundation of Western North Carolina, Inc.
Address: 13816 Professional Center Drive, Suite 100 Huntersville, NC 28078   |   Phone: 704-817-3990   |   Fax: 980-422-0390
® © Copyright 2019 United Methodist Foundation of Western North Carolina, Inc. All rights reserved.