INVESTMENT
MANAGEMENT SERVICES
The Woman's Missionary Union Foundation is proud
to offer investment management services to WMU
organizations and related entities.
This service is provided to further the mission
and purposes of WMU and its related entities.
It is difficult for many organizations to get
professional, cost effective investment management
for funds entrusted to long term goals. WMU Foundation
recognized this need and offers a cost effective
way for any organization to get involved.
The WMU Foundation investment committee monitors
the managers and provides you with quarterly investment
performance and other information relative to
the investment management process. Your board
can focus on long term goals and distribution
of funds for designated purposes.
It's easy to use our services:
- Fill out the questionnaire
to determine if your organization is a candidate.
- Have your board adopt a resolution authorizing
the use of the WMU Foundation Investment Services
(sample).
- Fill out the account questionnaires for each
separate account sent to WMU Foundation for
management.
- Select an investment
model for each fund.
- Transfer the funds!
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