Don’t just get by. Bring your mission to life.
A faith community cannot fulfill its mission and vision if it doesn’t have adequate resources, both now and in the future.
Youth and children programs
Youth and children programs
A successful endowment helps you cover operational costs and more.
Confidently follow the vision of your ministry, knowing you have a sound investment plan.
We understand selecting the right financial manager for your endowment is a great responsibility. We believe you should partner with an advisor you can trust to nurture the generous gifts given by your members.
Carnegie is a SEC Registered Investment Adviser serving clients by the fiduciary standard, often considered the highest standard of service. We are not motivated by commissions or the sale of proprietary products. As a fee-only advisor, our only incentive is to grow your principal investment.
With our knowledge of faith based investing, take advantage of our strengths:
Ranked in Top 300 RIA 2018 by Financial Times magazine for three consecutive years
$2.5 billion assets under advisement*
*Estimated as of February, 2019
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The difference between fiduciary and suitability standards
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Faith-based investment strategies provide a way for investors to put their money where their values are.
From finding Christian financial advisors to other faith-based investment strategies, we understand that each religious entity has a set of core values. Also known as socially responsible investing, faith-based investment strategies provide a way for investors to put their money where their values are.
We respect and understand multiple religious entity values and define strategies based on those guidelines. We also understand that religious-based investment rules have a wide variety of interpretations based on the teaching of your specific group.
Faith-based investment practices align with the idea that how a business makes money is just as important as how much it makes.
We understand the responsibility of stewardship as it applies to your organization’s endowment. As a fiduciary, we place your mission’s financial goals and interests ahead of our profit. That way, you may confidently follow the vision of your ministry, knowing you have a sound investment plan.
Our faith-based investment strategies allow you to assure your members that their investments are not being put into items and practices that don't match your spiritual values. We can screen out investments in alcohol, tobacco, gambling, guns or other markets that may be undesirable.
SCHEDULE A COMPLIMENTARY
First, meet with an advisor to discuss your organization's financial objectives.
DISCUSS YOUR GOALS
AND DEVELOP A CLEAR PLAN
Second, we craft an Investment Policy Statement (IPS) (if applicable) that meets your needs and criteria.
IMPLEMENT YOUR PLAN
Third, implement an investment strategy that satisfies your cash flow, short and long-term goals.