Investment Solutions for Churches and Ministry Organizations
Investing for retirement and other financial goals is an important part of planning for the future. Free Will Baptist Board of Retirement provides a range of solutions to help you meet your unique investment objectives. Our plan is intended to give you control over the investment of the assets in your account.
We offer flexible investment options to help you reach your retirement goals.
From preset plan options to highly customizable allocations, there is an option for everyone. Each Investment Option is unique and has its own specific investment goals, objectives, and time horizon and is made up of many individual stocks, bonds, and other investments. The choice of how to invest your contributions is entirely up to you. You can decide which Investment Option(s) you want to invest in or create your own custom portfolio from any of the preset plans or six asset classes.
The Preset Plan Options are investment strategy models. Each of our Preset Plan options provide strategic set asset allocations as a starting point. You have the option to invest in any one of them or all of them.
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The Custom Allocation plan is highly customizable. You can create your own custom portfolio from any of the six asset classes or you can invest in a mixture of any of the Preset Plan options and asset classes.
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Investment Management Philosophy
Free Will Baptist Board of Retirement uses investment management professionals with experience that provides a performance-driven, values-based approach to investment management. From investments with some of the industry’s top investment managers, Free Will Baptist Board of Retirement can provide a range of solutions to help you meet your unique investment objectives. We are committed to providing a range of investment strategies—all built on a foundation of integrity and excellence.
Social Screening Philosophy
Board of Retirement will not invest in any company that is publicly recognized, as determined by Board of Retirement, as being in the abortion, liquor, tobacco, gambling, pornography, or any company whose products, services, or activities that are publicly recognized as being incompatible with the moral and ethical posture of the Board of Retirement. Investment funds may not be able to take advantage of certain investment opportunities due to these restrictions.
