ALIGN YOUR INVESTMENTS WITH YOUR FAITH MISSION

Finance committees have a fiduciary responsibility - to financially do what is in the best interest of the congregation. We believe that fiduciary responsibility extends beyond simple dollars & cents to being intentional about the types of investments that are owned.

We support the Divest & Reinvest philosophy - Selling fossil fuel investments and reinvesting in sustainable and responsible investments. Most traditionally managed endowments only have to reallocate about 8% of their portfolios to accomplish this - and can still maintain competitive returns.

Our ReVest program for endowments includes the following:

  • Initial complimentary consultation
  • Speaking & education opportunities for board, committee and congregation
  • Review & report on current endowment holdings
  • Recommendations on how to divest and reinvest 
  • Continued investment review and education

Schedule an introductory call to discuss how the ReVest program can assist your congregation.