Tag Archive: Investor Education

5 Steps Toward Sustainable Investing

August 9, 2021 12:59 pm Published by

View and download a helpful guide to assist faith-based and non-profit organizations who want to align their investments with their values.

Fiduciary Focus, Q3 2020

September 22, 2020 3:10 pm Published by

Matthew Wagner, Vice President of Institutional Relationships, wrote this guide to help churches start the process of building a workable and effective investment policy.