Senior Managing Director, Institutional Investment Services
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Investing for Aging Service Providers
Wespath provides nonprofit organizations, including aging service providers, with comprehensive investment solutions designed to advance their financial goals and support their missions.
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As a nonprofit serving other nonprofit organizations, Wespath understands the unique priorities of Aging Service Providers.
Our capabilities span investment management, 403(b) retirement plans, health insurance and liquidity management.
Because we are structured as a nonprofit, our focus remains on serving the organizations and communities that entrust us with their resources.
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Serving Nonprofit Organizations Like Yours1
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Nonprofit and faith-based clients
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Institutions Served
WII provides investment management services to funds made available to institutional investors controlled by, associated with, or related to The United Methodist Church. WII may also provide direct investment advisory services to those investors. WII and UMCBB utilize certain shared personnel, including investment professionals. Unless otherwise noted, the firm referenced herein is defined to include Wespath, UMCBB and WII.
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Aging service providers face unique financial challenges, from managing liquidity and funding capital projects to balancing long-term investment goals with the needs of the communities they serve.
The right investment manager should understand these challenges and help your organization evaluate decisions that support its financial sustainability and mission. Explore five important questions to consider when evaluating your investment management relationship.
Access the Full Resource
Complete the form below to access all five questions and learn what to look for in an investment management partner.
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Our Commitment to Values-Based and Sustainable Investing
As a faith-rooted, mission-focused organization, Wespath’s commitment to values-aligned investing is steadfast. We are always exploring ways to better meet the needs of investors and account for sustainably-related financial risks and opportunities.
Wespath’s Positive Social Purpose (PSP) Lending Program helps address the affordable housing crisis in the U.S. while also seeking market-rate returns. Since its launch in 1990, the PSP Lending Program has invested more than $2.1 billion in affordable housing.
Many of the PSP Lending Program’s affordable housing communities provide residents with a built-in support system. For example:
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A Place For Us
Wespath helped connect mission-aligned capital with A Place For Us, a community designed to support older adults’ well-being, connection and independence. The transit-oriented development combines accessible housing with counseling, health fairs, fitness classes and arts programming, supporting residents’ needs beyond housing alone.
Broadview Senior Apartments
The Broadview Senior Apartments project was developed through collaboration with the Village of Broadview and other community partners. Wespath provided more than $1.9 million through its PSP Lending Program to support 70-unit affordable senior housing community. The property includes units for residents with extremely low incomes and sustainable design features that earned National Green Building Standard Bronze certification.
Elmer Gardens
At Elmer Gardens in Schenectady, investment in senior housing helped create accessible apartments, supportive housing for frail older adults and shared spaces that encourage wellness, activity and intergenerational connection. The project illustrates how investment solutions can advance mission, strengthen communities and expand opportunities for older adults.
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Meet the Team
Director, Institutional Relationships
Director, Institutional Relationships