Investing Funds

TOTAL: ASSETS OF THE FOUNDATION:

2010	11,825,883
2009	10,160,595
2008	8,662,526
2007	10,941,578
2006	9,786,647
2005	8,206,786
2004	7,590,780
2003	6,933,648
2002	5,636,987
2001	6,242,839
2000	6,671,147
1999	6,144,236
1998	5,660,722
1997	5,068,774

Investment Account

We invest money for churches and agencies!  We follow the Social Investing Principles of the United Methodist Church, our rates and returns are competitive, and the service fees assist the Foundation and our ministries.

Our funds are managed by First Interstate Wealth Management, under the guidelines of the Investment Committee of the Dakotas United Methodist Foundation.  First Interstate Wealth Management, a division of First Interstate Bank, provides a comprehensive array of financial services.  Six portfolio managers actively manage over one billion in assets for individuals, companies, and foundations.  

At the Foundation, there three investment options – the Common Fund (50%/50% – Equity/Fixed Income), the Growth Fund (70%/30% – Equity/Fixed Income), and the Short-Term Bond Fund (which functions much like a CD).

Click here for history of the Investment Returns

Click here for Application for an Investment Account and Policy Regarding Service Fees

Investment Accounts DO NOT become part of our endowment and after one year, any or all of the investment may be removed.

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