We offer a personalized approach to institutional investing, offering a suite of services that empowers your organization to invest for the future. We partner with you to elevate your mission’s financial objectives and fulfill its fiduciary responsibilities.
Our experienced team of client service professionals brings a level of industry knowledge that effectively serves the missions of our clients. We believe our steady growth in assets under management and exceptional level of client retention demonstrates a high degree of satisfaction with our approach.
Your organization benefits from expert, unbiased advice from a team of industry professionals who work closely with faith-based not-for-profit organizations. Our team collaborates with you to develop a thorough understanding of your organization’s overall financial objectives. We then customize investment solutions to align with these unique investment goals, seeking to mitigate risk and maximize opportunities.
Wespath Institutional Investments is uniquely positioned in that it has knowledge of a wide range of faith-based investment topics, reporting needs and legal considerations. Our institutional client service offering includes:
Learn more about how we can partner with you and your organization. Contact us.
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P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.