Do You Sit on a United Methodist Board or Investment Committee?
Helping Institutional Investors Make Informed Fiduciary Decisions
Did you know that Wespath Institutional Investments (WII), a subsidiary of Wespath Benefits and Investments (Wespath), offers United Methodist-related organizations investment solutions for their endowment assets (assets unrelated to benefit plans)?
It’s true! In addition to Wespath managing over $23 billion in assets related to benefit plans, Wespath and its subsidiaries manage nearly $5 billion on behalf of more than 130 UM-related institutions, including:
- Foundations and endowments
- Higher education organizations
- Healthcare organizations
More Time to Focus on What Matters
WII’s solutions help United Methodist organizations manage their investments in alignment with their values and financial objectives. By working with WII, organizations have more time to focus on bigger picture strategic decision-making, rather than the daily tasks required to run a diligent investment program.
Our service offering provides investment committees with access to investment expertise, investment manager due diligence, investment program governance and controls, and risk management.
With more time to dedicate to the success of your organization’s mission, consider the positive impact your committee can have on the community. WII’s priority is to help keep our clients on the path to achieving their financial goals, enabling them to elevate their good work.
If you think WII is the right solution for your organization, visit us at wespath.com, call us at 1-847-866-4100, or email us at [email protected].
