Investment Philosophy

As a fiduciary, Wespath acts in the best interests of our investors and makes a conscious effort to manage our investment program in a manner consistent with the principles of The United Methodist Church. We place a high priority on providing professional investment management and implementing best practices geared toward achieving positive financial results.

Our investment philosophy is reflected in several key areas:

Purposeful diversification through complementary asset managers and strategies

We construct resilient portfolios by strategically integrating complementary managers and investment strategies, thoughtfully blending active and passive management, and diversifying across asset classes—including alternatives—where they add long-term value.

Client-centric approach rooted in mission and values

As a nonprofit, we understand what drives our clients—their missions, the communities they serve and the impact they make. Our investment program is designed to support those goals through personalized service, tailored portfolio construction and values-based investment products.

Embracing research, rigor and innovation

We seek to deliver investment excellence by identifying and providing access to best-in-class asset managers and investment strategies. We maintain a disciplined yet flexible approach—grounded in research and rigor, open to innovation, and responsive to evolving markets, asset classes and investment approaches.