Opening a Church/Agency Investment Account
Balanced Equity Growth, Fixed Income, or Short Term Cash Funds
Churches/Agencies of the Mountain Sky region can participate in one or more of these investment Funds to achieve an investment strategy to fit its unique circumstances. Also, portfolio modeling is available to help maintain your church’s investment strategy.
To open an account follow the following steps:
- Download our Investment Opportunity Booklet
- Visit the website for Wespath, our investment manager
- Download the New Investment Account Application and Agreement
- Send the investment check, payable to Mountain Sky United Methodist Foundation, Inc., the New Investment Application and Agreement, and corresponding church documentation to:
Mountain Sky United Methodist Foundation, Inc.
7350 E. Progress Pl. Suite 205
Greenwood Village, CO 80111
You can also email your Application and Agreement to firstname.lastname@example.org or fax it to 303-777-6292