United Methodist Foundation
United Methodist Foundation

The United Methodist Foundation of the Texas Annual Conference

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Investing

We offer multiple investment funds to meet both short and long term goals for both churches/agencies and individuals. We encourage every investor to carefully consider the goals and objectives for the fund / account and to write an investment policy statement reflecting those goals and objectives.

Please note that we adhere to the policy on Socially Responsible Investments outlined in §716 of The Book of Discipline of the United Methodist Church.

 

Investing Options

Portfolio Selections

Life Income Plans

Helpful Tools (PDF files)

 

Note: We use the Houston-based firm of Monroe-Vos as Investment Consultants.

 

Note: Adobe Acrobat Reader® is required for Helpful Tools items. Download a free copy here: Adobe Acrobat Reader

 

 

 

 

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“Earn all you can, save all you can, give all you can.”
-John Wesley
5215 Main St.  Houston, TX  77002
(713) 533-3780
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(800) 521-9617
Fax: (713) 533-3781
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Email website questions/comments to KBrockermeyer@umf-tac.org
Updated: 11/03/2008