The religious institutions we serve share unique challenges that distinguish them from other types of clients. Our extensive experience in fiduciary exposure guidance, retirement plan design, implementation, and ongoing monitoring with faith based organizations enable us tounderstand the nuances of religious affiliated institutions.
RWM works with you as your partner and advocate to develop socially responsible investment solutions that align with your mission and beliefs while meeting your current and future investment needs. Our innovative approach allows us to incorporate factors that are important to you the trusted steward such as; environmental, social and governance while fulfilling your fiduciary obligations.
We will provide you the expertise and resources necessary to cultivate a plan that is in line with your overall goals, objectives and guidelines that govern the investment decision making process outlined by the investment committee. As your advocate, we work together to help secure the retirement of clergy, missionaries, and other employees of institutional organizations of all faiths in a responsible and ethical manner.
