| Managed
Funds The United Methodist Foundation of Western Pennsylvania maintains two funds that provide investors with the ability to achieve investment objectives that best meet their specific financial needs. To do so, we work in concert with highly respected investment firms from this area. In both funds, safety of principal is an underlying objective. The Unified Account, established in 1973, is a balanced fund with assets in investment-grade bonds and large, mid and small cap stock, as well as a modest exposure to international companies that comply with the Social Principles of The United Methodist Church. Its primary objective is the long-term growth of capital, with current income as the secondary objective. This fund follows a total-return approach, and annually establishes a percentage pay out based on the market value of the previous twelve quarters. The Fixed Fund, established in 1987, invests solely in fixed-income securities such as U.S. Treasury Notes and Bills, U.S. agency debt obligations, investment-grade corporate bonds, mortgages, other asset-backed securities, and various money market investments. Its primary objective is to provide the highest level of current income, concurrent with providing minimum fluctuation of the principal value. For complete information about either or both of these funds, and how they might help you achieve your investment objectives, please contact us. |
