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Wabash Capital serves a variety of church denominations in managing their endowment assets.  We typically work with designated members of the Finance Committee to help them implement prudent fiduciary practices, including:

  • Writing an investment policy statement that clearly delineates roles and responsibilities.
  • Assisting the Committee in defining a spending policy that ensures the endowment will survive for generations to come.
  • Implement the IPS by assisting with asset allocation decisions and evaluating and hiring money managers.

Churches that adopt prudent fiduciary practices demonstrate good stewardship of the money entrusted to them by their congregation.  Over time, this trust can manifest in more frequent and larger gifts further solidifying the financial viability of the church and its missions.

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Wabash Capital has been awarded the Investment Advisor Certification from the Center for Fiduciary Excellence.
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