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.



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

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LMIF Returns for the last 12 months - as of 11/30/2018:

Total return 0.71% , Income return 2.24%

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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.

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 an equity fund providing a higher-risk, pooled investment fund option for long-term investing.  The fund seeks long-term growth of capital with income as a secondary consideration.  The funds are invested primarily in either publicly traded equity securities or mutual funds that focus on equity investments

Bond Fund Performance Report

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