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How to Open a Church/Agency Investment Account

in the Balanced Equity Growth, Fixed Income, or Short Term Cash Funds

Churches/Agencies of the Rocky Mountain Conference 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.

Our Investment Opportunity Booklet with our full disclosure on policy, performance, portfolio and procedures, is available by calling 303-778-6370 or emailing info@RM-UMF.org or downloading and reviewing the booklet:

Investment Opportunity Booklet

Wespath, our investment manager

New Investment Account Application and Agreement

Send the investment check, payable to Rocky Mountain united Methodist Foundation, Inc., the New Investment Application and Agreement, and corresponding church documentation to:

    Rocky Mountain United Methodist Foundation, Inc.
    7350 E. Progress Pl.
    Suite 205 
    Greenwood Village, CO 80111

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