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Invest in the mission of the church while earning financial returns¹.

Open an Account


Earn returns while growing the church


Gain market appreciation over time


Open an account with a $1000 investment


Information to help guide your investments

Meet the Team

Trusted experts help steward your financial potential


Investors with TMF know that their investments are securely managed and grow churches, build ministries, and ignite the imagination of the next generation of church leadership across Texas and New Mexico.

TMF offers churches and nonprofit organizations two types of investments: TMF Impact Notes and Equity & Bond Investments. Clergy and individuals are eligible to invest in TMF Impact Notes.

Impact Notes

TMF Impact Notes are flexible and fixed-rate notes with 1-to-5-year terms.


Rates for Churches*

1 yr. 2 yr. 3 yr. 4 yr. 5 yr.
Rates 4.60% 4.40% 4.20% 4.00% 4.00%
Annual Percentage Yield (APY) 4.70% 4.49% 4.28% 4.07% 4.07%

Rate available to TMF Variable Rate Note investors for the month of November: 1.50%
This rate is annualized and is subject to change on the first day of each month.

*Fixed rates are set on a weekly basis.

Equity & Bond Investments

Equity and bond investments through the TMF Balanced Portfolio Fund and Wespath Funds provide churches and nonprofits the opportunity for market appreciation over time.

Equity and bond investments

Wespath Funds* Performance as of 11/30/2023

YTD 11/30/23 1 yr. 3 yr. 5 yr. 10 yr.
US Equity Fund-I Series 15.89% 9.50% 5.30% 10.57% 10.17%
International Equity Fund-I Series 7.54% 5.99% -2.26% 4.92% 3.57%
Fixed Income Fund-I Series 4.32% 3.84% -3.16% 1.67% 2.02%
Inflation Protection Fund-I Series 2.57% 1.46% 1.36% 3.40% 2.35%
Multiple Asset Fund-I Series 9.09% 6.29% 0.71% 6.25% 5.76%

*Earnings are reported monthly and reflect the fund’s total valuation, net of fees. Returns are based on the actual market performance of the investments within the fund.

The performance figures link historical return streams of two separate and distinct series of funds within the Wespath Funds Trust. For the period prior to January 1, 2019, it is comprised of the return stream of the sole series of Wespath fund shares that existed during that time. The period beginning January 1, 2019, is comprised exclusively of the returns of a second newly-created fund series, the I Series, into which all TMF client accounts with balances in the Wespath Funds were transferred.

Impact Story

Investing in Children Builds Families and Grows Communities

Inspired by the simple truth that you only get one chance at childhood, the Children's Coalition of Aransas County, Texas, opened its Child Development Center (CDC) in October 2022. 

CDC's high-quality early education for Aransas County's children benefits the entire community. Year-round day-long childcare frees moms and dads to work, improving the quality of life of their families, while CDC's parenting programs help them grow as parents.

TMF's impact investors enabled us to partner with CDC and provide seed funding to offer this community-changing program. The CDC embodies purpose and courage and the power of a faithful "yes" supported by mission-driven investors.

Get Started

Open an Account

Impact Note accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1,000. Impact Note accounts and Equity and Bond Investment accounts are available for churches and nonprofits.

Open an Account

Meet The Investment Team

Contact an Investment Specialist


David McCaskill

Senior Vice President

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Derek Casteel Headshot

Derek Casteel, CFA

Director of Investment Services

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Sara Beltran Headshot

Sara Beltran

Assistant Vice President of Fund Administration

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Randi Forrest

Fund Administration Assistant

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