All investment options are overseen by our seasoned Investment Committee, all of whom have a deep commitment to the Episcopal Church in Colorado.              *Accounts are listed from lowest to highest risk.


Episcopal Money Market Account

The Foundation offers this low-risk account in partnership with MidFirst Bank, who are offering all participants the highest return rate available, despite individual church balances.

Benefits:

  • Lowest-risk account
  • Dividends automatically re-invested monthly
  • Low opening and minimum balance of $100
  • Six withdrawals allowed per month, three of which may be made by check

To open an account, simply fill out this form and return to MidFirst Bank.


LMIF (Limited Maturity Income Fund) Account

The Foundation manages this low-risk, short-term, investment fund for churches across the Diocese. This fund is invested primarily in publicly traded securities and mutual funds that focus on fixed income investments. The fund aims to produce a long-term, total return equal to or exceeding the Lehman Brother's one to three year Government Bond Index on a risk-adjusted basis, and a minimum total return that exceeds the rate of inflation by one percentage point. The current balance of the fund is just short of $2 million.

LMIF Performance Report

Benefits:

  • Lower-risk account
  • Dividends automatically re-invested monthly
  • Low opening balance of $1,000
  • No restrictions on deposits or withdrawals

Bond Fund

The Foundation manages a bond fund providing a mid-risk, pooled investment fund option for long-term investing, while providing current income. The funds are invested primarily in either publicly traded fixed income securities (bonds) and mutual funds that focus on fixed income investments. The current balance of the combined bond & equity funds are over $7.9 million.

Bond Fund Performance Report

Benefits:

  • Mid-risk account
  • Quarterly dividend payout
  • Low opening balance of $2,000
  • May withdrawal and deposit at the end of each quarter

Equity Fund

The Foundation manages a bond fund providing a mid-risk, pooled investment fund option for long-term investing, while providing current income. The funds are invested primarily in either publicly traded fixed income securities (equities) and mutual funds that focus on fixed income investments. The current balance of the combined bond & equity funds are over $7.9 million.

Equity Fund Performance Report

Benefits:

  • Mid-risk account
  • Quarterly dividend payout
  • Low opening balance of $2,000
  • May withdrawal and deposit at the end of each quarter