Investment Management
Welcome to the Investment Management page for the
Foundation.  Our purpose is to assist churches and
agencies related to the California-Nevada Annual
Conference of the United Methodist Church with the
investment of their reserve and endowment funds in a
socially responsible manner.
Here you will find basic information about 3 of our four major portfolios, our historical investment performance and additional resources that may be helpful to your church or related agency in managing your particular investments. In addition, the Foundation manages a number of individuals’ accounts when the Methodist Church or its agencies are the beneficiaries, such as charitable gift annuities, donor advised funds, charitable remainder trusts, etc. |
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Cheri Kraus, Trust Administrator Trust Office Hours: 8:30 AM - 1:30 PM, M-F 1535 Farmers Lane #283 Santa Rosa, CA 95405 Phone: 800-863-8750 Cell: 707-328-3296 Fax: 916-372-6617 Contact Cheri Biography |
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Foundation's 3 Major Portfolios - Feb. 31, 2010 |
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| Investment Manager's Returns 2003-2010 Historical Data | |||
| Nelson Equity Portfolio | |||
| Golub Equity Portfolio | |||
| Golub Asset Allocation Portfolio | |||
| Golub Intermediate Horizon Portfolio | |||
How To Invest |
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| Investment Memorandum | |||
| Revocable Trust Agreement | |||
| Investment & Distribution Information Form | |||
| Authorized Signatures Form | |||
Resources |
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| Investment Common Questions | |||
| Investment Goals Evaluation Form | |||
| Book of Discipline Statements On Socially Responsible Investing | |||
| Total Return Spending Policy | |||
Links |
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| General Board of Pensions & Health Benefits of the United Methodist Church (SRI) | |||
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