May 2019 Newsletter

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Below is your copy of our newest Offering Circular and Audit describing our services through the UMF Collective Funds of Michigan LLC . It contains new financial data and clarifies some of the improvements that we have added to the Fund. I believe that you will find answers in this prospectus to most questions you may have regarding our investment strategies , socially responsible investment practices, and administrative policies. We are delighted to provide you with high quality, value-aligned investment services .

Historically, our funds have earned strong returns. Here is a snapshot of annualized historical returns net of fees through the end of March, 2019.

We will continue to do our best to provide you with results that demonstrate our fiduciary commitment to United Methodist Social Principles and to your local church ministry. In addition to our investment opportunities, we also provide a full continuum of financial stewardship services for individual donors and local churches. Please feel free to call upon us for these additional services.

As always, I invite your questions and comments at any time . Your feedback helps us tailor our ministry to serve you and your congregation in the very best way . We are grateful for your trust and confidence in us.

 

2019 - 20 Collective Investment

Audit 12.31.2019

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