Overview
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Program :: The Funds
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The asset management program of Brethren Foundation, Inc. partners with the Brethren Benefit Trust Pension and Insurance programs as well as many not-for-profit agencies. This partnership has produced over 200 clients with over $415 million in funds invested.
We strive for a very rewarding and competitive return on your
investments.
- We
offer a program designed to protect your investments,
- a
low fee structure, and
- responsible investing, faithful to socially responsible beliefs and values.
A competitive return means...
- one
that is greater than the return on a savings or money market
account,
- one
that is greater than the return on certificates of deposit, and
- a performance goal that is directed at surpassing the best in investment benchmarks: the S&P 500, the European Australian Far East (EAFE), the Lehman Government/Credit Index, and the 3-month Treasury Bill.
- Trusting
God is not simply a matter of waiting with folded hands until
God drops a check into our laps. It is trusting that our budgets,
our investment practices, our use of property, and the manner
in which we earn our money all submit to the values of the kingdom.
The Mount Vernon Story
When members of the Mt. Vernon congregation received a $100,000 grant from the estate of two long-time members, they asked the Brethren
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Grant Simmons, Endowment Treasurer, said, "Our members believe they really made a good decision. It is really unbelievable to think that in two years time, we could earn $40,000 off of our $100,000 investment. Our members used the earnings for flood relief, Habitat for Humanity, camp and college scholarships, and religious education programming.
"Although we're hoping always to get this kind of exceptional return on our investments, we know it won't always be that way. What we do know is before we moved our investments to the Brethren Foundation, the funds had been under performing. Brethren Foundation really turned the tide in improving performance."
For
more information or to open an account,
call 888-311-6530