Investing Your United Methodist Organization’s Discretionary Assets
Do you serve on the board or investment committee of a United Methodist-related organization? Does your organization need help investing its non-benefit-related assets? You are not alone–we invest on behalf of over 130 organizations, just like yours.
Wespath Institutional Investments (WII), a subsidiary of Wespath Benefits and Investments (Wespath), offers custom-designed investment solutions for United Methodist-related:
- Children’s Homes
- Older Adult Facilities
- Higher Education Institutions, and
- Healthcare Organizations
By partnering with WII, your organization can invest in funds with daily pricing and liquidity, diversified exposure to world-class investment managers, built-in ESG best practices and more. Better yet, our experienced investment professionals offer asset allocation advice, subaccounting solutions and expertise on popular topics for not-for-profit operations.
We handle the daily tasks needed to execute a diligent investment program, so your organization has more time to focus on its mission.