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Investment Resources

September 2023 Unaudited Financials

For more information, please contact Sara Beltran, associate vice president fund administration at or 800.933.5502.

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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Open an Account

Impact investment accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1000. Impact Note accounts and Equity and Bond Investment accounts are available for churches and nonprofits.

Open an Account