Long-term stability and growth is a concern for any organization. That’s why we are pleased to partner with so many churches, charitable institutions, mission agencies and businesses. We offer services that can help you focus on your mission, welcome discerning donors, and help you secure a promising future.
See how organizations like Springhaven have turned to us for a range of financial services, and delivered in the spirit of shared values.
Advantages
Customized strategies aligned with your mission
The unique needs of your organization require an investment plan that is custom fit for your mission, your objectives and the financial situation. Learn how we can serve these needs.
Customized asset allocation
Your portfolio is built based on your organization’s values, goals, risk tolerance and future needs. A wide range of strategies is available to align with your investing profile.
Portfolio diversification
A carefully selected mix of securities – including alternative assets – promotes competitive returns, strength and stability.
Systematic rebalancing
Regular portfolio adjustments help ensure that your investments continue to meet your objectives amid market shifts.
Tax sensitive strategies
Taxable accounts can benefit from technology solutions to balance lowering your tax bill with maintaining your portfolio’s recommended asset allocation.
Regular reporting
You’ll receive periodic performance and asset/transaction statements so you can easily monitor your portfolio, along with year-end reports.
Online access
You can view your account, holdings, returns and transactions at any time through our secure and easy-to-use website.
For more than 75 years, faith organizations, nonprofits, and businesses have turned to us for a trusted partnership and an understanding of their values and operations.
process
Investment management process
This process starts with your organization's Investment Policy Statement. This critical document outlines your organization’s goals, risk tolerance and other key investment information. The investment management process is then aligned with your investment policy statement.
Diagnostic approach
Current situation
Risk tolerance
Goals and objectives
Time horizon
Stewardship investing profile
Values alignment
Socially responsible investments (SRI) options
Impact and custom investing options
Customized investment plan and asset portfolio
Access to institutional-class securities
Professionally managed
Regular rebalancing
Account monitoring/standards
Tax sensitive strategies (for taxable accounts)
Regular plan review
Monitor for performance
Adjusted to changing organizational goals
Manage for economic and geopolitical risk
Working with you
You can expect a close working relationship and ongoing communication in service of your needs.
Individual service, team approach
Everence financial professionals offer diversified investment portfolios designed to meet your organization’s specific situation and objectives. Investment decisions also can be informed by values and balanced by social and financial considerations. Whole or partial accounts can be placed in socially responsible investments, depending on your preference.
additional services
Designing and administering solutions that strengthen your goals and mission
Employee benefit services
Group retirement plans
Group health plans and benefits
Business succession planning
Banking and lending services
Seminars and educational resources
Your Everence Financial representative can provide more information about these, and other services.
Disclaimer
Investments are subject to market fluctuations, may lose value, and are not subject to any company or government guarantee.
