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Services We Offer

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.

Custom Solutions

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.

Institutional Client Services

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:

  • Custom portfolio construction (asset allocation modeling) based on your performance objectives and risk tolerances
  • Investment Policy Statement development and review
  • Access to the Wespath Institutional Investments’ investment team
  • Best-in-class research, including internally generated white papers, webinars and newsletters
  • Online account management through our user-friendly investor portal
  • Periodic investment performance reviews, including meetings with clients’ staff, committees and boards
  • Education for our clients’ staff, board and investment committees regarding:
    • Best practices for endowment committees
    • The economy and financial markets
    • Ongoing sustainable investment corporate engagement efforts on topics including climate change, board diversity, human rights, executive compensation and the opioid epidemic

Connect with Us

Learn more about how we can partner with you and your organization. Contact us.