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.

Ministry Event - February 24, 2023
Hosted by Claremore FUMCLet’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!
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 | |||
---|---|---|---|
FUND | QTR | YTD | 3-YR |
Diversified FundLipper Median* | 7.4% 6.3% | (17.7%) (14.9%) | 1.5% 2.0% |
Endowment InvestmentLipper Median* | 7.4% 6.3% | (17.7%) (14.9%) | 1.5% 2.0% |
Fixed IncomeBarlays Capital Aggregate Index | 2.6% 1.9% | (12.6%) (13%) | (2.2%) (2.7%) |
*- 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.