BUILD A BETTER FOUNDATION
A Different Approach
Institutional investing, just like individual investing, should be personal. FIM is committed to offering a personalized approach to institutional investing. Just as you sit down with your own personal financial planner, FIM 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 19-year history, FIM 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.
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
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
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.