The following links will direct you to our latest Performance History reports:
Professional Fund Management
The United Methodist Frontier Foundation, Inc. invests its own funds and those of its clients in various strategies through SEC-registered investment advisers and/or Wespath Benefits and Investments, the investment arm of The United Methodist Church. Each fund is invested in high-quality equities and/or fixed income securities that comply with the Social Principles of The United Methodist Church and the specific requirements of Wespath. All Funds presented below are managed by John G. Ullman & Associates. The fund objectives are as follows:
The bond portfolio, established in 1992, invests only in investment-grade fixed income securities. It holds both US government and agency and corporate bonds. Average credit quality is AA. This fund provides a relatively steady level of income, utilizing high grade corporate, municipals and government bonds of various durations.
Balanced Income Fund
Established in 1994, this fund seeks income that exceeds bank interest, with some growth of principal through equity market exposure for some inflation protection and growth. Its investment target is 70% bonds, 30% stocks.
Growth and Income Fund
Established in July 2000, this fund is invested half in stocks and half in bonds and is rebalanced whenever either allocation exceeds 60% of the portfolio. This fund strives to balance the objectives of growth and present income by seeking long-term capital appreciation of principal through equity market exposure and utilizing interest and dividends to generate income.
Diversified Equity Fund
This fund seeks growth of principal in the long term and was renamed in October 2010, continuing the record of the Extended Market Equity Fund, initiated in January 1994. It invests globally in stocks of various capitalization levels, primarily of US companies. Its target allocation is half “blue chip” and half special situation stocks.
Investment Policy Guidelines
The Foundation engages the services of funds management professionals to provide funds management services for eligible participants. Our investment policy guidelines state the Foundation's investment philosophy and strategy and the specific guidelines that govern the various investment products we offer. Click the link below to read our policy guidelines:
John G. Ullman & Associates Inc.
John G. Ullman & Associates provides comprehensive financial and investment management services to individuals, families and non-profit organizations. Established in 1978, the firm is headquartered in Corning, New York, with branch office in Rhinebeck and a satellite office in Rochester. The firm serves over 1000 clients throughout the United States and manages assets in excess of $990 million.
"As a new pastor serving two churches, I am forever grateful to the Frontier Foundation for helping us every step of the way. Thanks to the Foundation each church was able to significantly increase giving for 2017 while also teaching the spiritual principles of tithing. I could not have launched two stewardship campaigns without them."
-Rev. Bruce Lamb, Ardsley and St. Paul's UM
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