The Georgia United Methodist Foundation, in partnership with Wespath Institutional Investments, offers the following investment fund options, which are designed to meet a variety of objectives.
U.S. Equity Fund: Seeks to earn long-term capital appreciation from a broadly diversified portfolio of primarily equities of companies domiciled in the U.S.
View U.S. Equity Fund Performance
International Equity Fund: Seeks to earn long-term capital appreciation primarily from a broadly diversified portfolio of primarily equities of non-U.S. domiciled companies.
View International Equity Fund Performance
Multiple Asset Fund: Seeks to maximize long-term investment returns, including income and capital appreciation, while reducing short-term risk by investing in a broad mix of investments.
View Multiple Asset Fund Performance
Fixed Income Fund: Seeks to earn current income by investing in a broadly diversified portfolio of fixed-income instruments.
View Fixed Income Fund Performance
Inflation Protection Fund: Seeks to provide investors with current income and protect principal from loss of purchasing power due to inflation.
View Inflation Protection Fund Performance
For more information, please:
1. Download Investing with the Foundation brochure here.
2. Contact Mathew A. Pinson, Foundation President and CEO, at 770-449-6726 or firstname.lastname@example.org, or Dr. Laudis H. "Rick" Lanford, Foundation Regional Vice President (South Georgia), at 478-256-7130 or email@example.com.