It’s a great feeling when you work with someone who gets it — your mission, your Church, and your values.Union Investment Management Group provides complete portfolio management services that meet strict ethical guidelines for churches, religious organizations, and nonprofits. Our team will take time necessary to research the investment options offered and get to know your church’s beliefs, objectives and goals in order to design a portfolio that fits with your moral and ethical guidelines.
Grow: If debt is not an option for your church, investments can help safely grow your congregation’s funds.
Save: We understand how important stewardship is to your church. An investment portfolio is a great way for your church to save money for when the next opportunity to be generous arises.
Endow: A church is a home for its members. An endowment can help ensure your church will be there for future generations.
Socially Responsible Investing (SRI)
Our team is experienced in socially responsible investing and can create a portfolio that aligns with your moral and ethical beliefs. SRI is any investment strategy that seeks to satisfy both financial return and social good. There are two approaches used in Socially Responsible Investing:
Avoidance: Abstaining from investing in companies that engage in business contrary to social or moral values. The most common businesses to avoid are those involved in:
- Alcohol
- Tobacco
- Gambling
- Pornography
- Weapons
- Contraception/abortifacients/abortion
- Military
Affirmative Investing: Investing in organizations that follow practices aligned with our social or environmental stance. This is sometimes referred to as impact investing. Affirmative investing often encourages corporate practices such as:
- Environmental stewardship
- Consumer protection
- Human rights
- Diversity
Experience, Stability and Stewardship
Our team of objective, experienced and reliable professionals serve as advisors and advocates with your best interests in mind.
- Integrity, advocacy, and community—hallmarks of our organization—have formed the foundation of our client relationships for decades.
- The expertise and resources of a large bank, applied with the personal touch of a small firm, enables our team to provide advice and solutions with attentive service.
- As your fiduciary, we ensure that your best interests are paramount and always aligned with your goals, needs and convictions.
Extraordinary Service, Transparent Fees
You will have direct access to the person managing your organization’s money and the confidence of knowing that all of our investment professionals use a consistent process and philosophy. In addition to being very competitive, our fee structure is straightforward and not based on commissions, so as to prevent any potential conflicts.
Team-based Approach
Each portfolio manager takes an active role in the portfolio management process for our clients’ accounts. In addition to managing individual accounts, each of our portfolio managers also specializes in different areas of the financial markets and reports to the team on their area of expertise. By utilizing a team approach, every client benefits from the experience of all of the investment professionals on the team, while receiving personal service from their dedicated portfolio manager.
Samantha A. Eckhardt, CFP®Investment Officer—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska
Certified Financial Planner designation
Industry experience since 2004
Phone: 402.323.1178
email Samantha