BUILD A SOLID FOUNDATION
UMCF now operates under the name InvestUMC
UMCF now operates under the name InvestUMC, aligning the organization’s identity more closely with its purpose and values. The new name reflects a continued commitment to investing in the mission and ministries of The United Methodist Church—while emphasizing the organization’s role as a steady partner in helping UMC ministries grow the resources they need to make and mature disciples of Jesus Christ.
A Different Approach
Institutional investing, just like individual investing, should be personal. InvestUMC is committed to offering a personalized approach to institutional investing. Just as you sit down with your own personal financial planner, InvestUMC first learns about your organization's goals and needs. By knowing what you hope to accomplish, we tailor investments to your needs. We handle the investing so you can accomplish the vital work of your ministries.
We make it easy for you to focus on your mission with meaningful investment management, timely report delivery, and simplified online access.
With our 25-year history, InvestUMC has the connectional background to help align your UMC institution’s goals with the mission of The United Methodist Church - building congregations for generations to come.
By investing with us, you are investing in the future of The United Methodist Church.
Money Market Fund
Money Market Fund is designed to preserve principal and liquidity by investing at least 99.5% of assets in U.S. government and agency securities and repurchase agreements.
The Money Market fund from Fidelity is a great way to protect your cash reserves. Our Money Market Fund invests in only U.S. Government securities, agencies and repurchase agreements, making it both safe and liquid. Now is a great time to benefit from the rising interest rates. Our Money Market Fund will have its own rate, in-line with the Fed Reserve rates. That means as the rates increase, the yield on your invested funds will as well.
These funds are supported by high-quality, liquid holdings that have limited interest rate and credit risk. That makes the Money Market Fund the best option for your cash reserves.
MULTI-LEVEL INVESTMENT SCREENING
How We Adhere to Social Principals
We screen companies to ensure compliance with the UMC’s socially responsible investment policy. You can feel comfortable that any offerings fall in line with the social principals of The United Methodist Church.
CUSTOM INVESTMENT FUNDS
Choose Investments Wisely With Our Help
We provide true portfolio customization -offering the ability to choose a tailored mix of investments to help account holders reach their goals.
Choose Investments Wisely With Our Help
WORLD CLASS ANALYSIS
How Our Partnership Benefits You
How Our Partnership Benefits You
We partner with Merrill Lynch, a global leader in investment analysis and management, who consults on the assets that make up our funds, to provide you the best opportunities the market can offer.
NEWS
CONTACT
Inquiries
For administrative questions, please contact:
Evan Dawoud
615-369-2371
​1908 Grand Avenue​
Nashville, TN 37212
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