Asset Management

The Foundation can manage your church or agency's:

  • Endowment funds
  • Non-designated reserves
  • Operating reserves
  • Building funds
  • Scholarship funds
  • Cemetery funds

The Foundation seeks to provide:

  • Professional management
  • Competitive returns
  • Competitive fee structure
  • Socially responsible investments
  • Quality customer service


Brethren Foundation has more than $138 million in assets under management as of Dec. 31, 2011, and serves nearly 400 organizational and individual (deferred gifts only) clients.


We strive for a very rewarding and competitive return on your investments.

  • We offer investment options that produce competitive returns.
  • We offer a competitive fee structure.
  • We offer socially responsible investing opportunities that are consistent with the beliefs and values of the Church of the Brethren.

Our investment managers are expected to:

  • Perform in the top quartile of similar style managers over any rolling five-year period.
  • Outperform their respective investment benchmarks.
  • Comply with our investment guidelines.

 

For more information or to open an account, call 888-311-6530.