Home
Who We Are
Services to Individuals
Services to Churches
Other Links
Contact Us

How to Open a Church/Agency Investment Account

in the 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 goals.

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

Investment Opportunity Booklet

New Account "Letter of Transmittal" Form

Complete the New Account "Letter of Transmittal" Form provided and send along with the church's check made payable to:

    Rocky Mountain Conference
    United Methodist Foundation Inc.
    3333 S. Bannock St. 
    Suite 205 
    Englewood, CO 80110

* All documents are in Adobe PDF format and require Adobe Reader for viewing. If you do not have this click on the button below for download instructions.

Get Adobe Reader

 

Sitemap


Portfolio Performance
How to Open an Account
Download Forms
Online Statements
Methodists Helping for Churches