Investment Funds
We're proud of the financial history of our investments.The United Methodist Foundation of Michigan has now combined all funds into our newest fund option to best meet your financial investment needs. Keep in mind, our fund is unique in that if follows the socially responsible investment requirements according to the United Methodist Discipline.
UMF Collective Investment Funds
of Michigan LLC
Below are the current and historic performance figures for the UMF Collective Investment Funds of Michigan LLC. This information is updated monthly as the month-end calculations are available. Please check back often to see the progress of each fund. The United Methodist Foundation of Michigan selects institutional asset managers who offer a wide range of investment approaches, specialties, and styles. All investments are socially screened to insure that they reflect the social principles of The United Methodist Church. They are also evaluated quarterly for performance attributes.
| Offering Circular |
| Consent to Electronic Deliver of Documents Form |
| Participant Application & Agreement Form |
| Participant Agreement to Change Annual Allocation |
| Authorization for Withdrawal and Deposit Form |
| Signature Certification Form |
| Financial Statement and Auditors' Report for the United Methodist Foundation of Michigan: 12/31/2012 |
Questions?
We have compiled answers to common questions about the investment programs offered by the United Methodist Foundation of Michigan. Please review this information to learn more.
For more information about the investment funds of the United Methodist Foundation of Michigan, please contact us.