Invest With Us

Investing with the Holston Foundation allows churches to earn funds for ministry in a way that best fits the church’s needs.

The Holston Foundation follows socially responsible principles inspired by our faith. When you invest with the Foundation your investments advance ministry.  We are: Trustworthy, Established, Simple and Qualified.

Average annualized return on investment

Million in Assets Under Management

Million in 2023 Distributions

The Holston Foundation offers a variety of investment options for Methodist churches and ministries while practicing sound financial planning and faithful stewardship.

Investment Fund Options

Long-Term Horizon

Balanced Growth Fund:
For long-term investments utilizing 60% stocks and 35% fixed assets and 5% cash. This fund attempts to provide appropriate long-term returns at an acceptable level of risk. Balanced Growth Funds are especially suited for endowments, scholarships, and other designated-purpose funds. The average duration of investment is 3+ years.

Short-Term Horizon

Short-Term Income Fund :
For short-term investments that will be spent in less than 2 years. A popular option for endowment spending accounts and other short-term purpose accounts seeking maximum earnings with minimal risk.

Customized Mix of Risk Tolerance

Intermediate Income & Equity Funds: 
Gives investors the flexibility of allocating a different mix than the balanced growth fund customized to meet their needs. Seeks to provide returns higher than CDs or money market accounts.

printable version of investment options

Investment policy statement

7.5% average annualized return on investment.

Account Services

NEW ACCOUNT

Click for new account forms.

New Account Forms

HAVE AN ACCOUNT

Already have an account? Click below for transfer / withdrawal forms.

Withdrawal / Transfer Forms

It is the policy of the Holston Foundation to make a conscious effort to invest in institutions, companies, corporations, or funds whose practices are consistent with the social principles of The United Methodist Church. Investments are made by the Holston Foundation Board of Directors Investment Committee, made up of qualified investment and financial professionals, governed by an Investment Policy Statement (IPS) available upon request.

Please contact us if your church or ministry would like to learn more about our investment options and services. We are pleased to provide details, answer questions, and even visit with individuals or committees.

Want to see  how our investment funds are doing?

Click below to check out the Holston Foundation’s most recent performance reports.

current performance

2023 Performance