We Invest in the Church

We Invest in Lasting Good

Our Vision

We believe in a world where people care for each other in meaningful ways. When you invest in lasting good, you commit to lift up generations ahead of you toward a brighter future.

Stories of Lasting Good

Ministry Event - February 24, 2023

Hosted by Claremore FUMC

Let’s take a day together, as pastors and lay people, to be encouraged and find hope. No matter what challenges arise, we must seek to engage in our communities to bring the healing love of Jesus Christ. This day will both inspire and equip you to be the hands and feet of God in your neighborhoods. Join us!

Register for FreeSee the Schedule

Estate Planning Seminars

Our staff has over 50 years of experience walking through the process of wills, trusts, and estate planning with individuals and families like you. Join in any of our Estate Planning Seminars to learn the process and begin your journey.

Meaningful Investments

Dec. 31, 2022 Performance
FUNDQTRYTD3-YR
Diversified Fund
Lipper Median*
7.4%
6.3%
(17.7%)
(14.9%)
1.5%
2.0%
Endowment Investment
Lipper Median*
7.4%
6.3%
(17.7%)
(14.9%)
1.5%
2.0%
Fixed Income
Barlays Capital Aggregate Index
2.6%
1.9%
(12.6%)
(13%)
(2.2%)
(2.7%)
Notes: Historical returns are time-weighted and net of all fees. Returns greater than one year are annualized. Past performance is no guarantee of future returns.

*- Median returns from the Lipper mutual fund universe for balanced funds in the asset class category. As of 10/18/22, the universe consisted of 4,257 peers. Source: Wilshire Associates, Lipper, and Wespath

We diligently watch and care for the funds we hold. Each account exists to support lasting good in the world, and we exist to manage those accounts with integrity, trust, and wisdom.