Investment Services Driven
by Your Mission
| What We Do |
Wespath provides nonprofit organizations access to world-class investment solutions and Outsourced Chief Investment Officer (OCIO) services.
Our suite of 11 institutional funds delivers globally diversified exposure to stocks, bonds and alternative investments. And our team of investment professionals can support your Investment Policy Statement (IPS) development, asset allocation and customized reporting needs. Whether you’re growing an endowment, investing gifted assets, supporting operational budgets or saving for another financial goal, Wespath is here to help empower and grow your mission.
| Who We Are |
Wespath Institutional Investments (WII) is a nonprofit subsidiary of Wespath Benefits and Investments. Tracing its roots back to 1908, Wespath and its subsidiaries maintain one of the largest faith-based pension funds in the world and manage nearly $28 billion in assets as of December 31, 2025. WII provides OCIO services exclusively to nonprofit organizations.
| Who We Serve |
Wespath exclusively serves faith- and values-based nonprofits. Our investment solutions are designed for 501(c)(3) organizations, and 100% of our institutional clients are nonprofit, mission-driven organizations. We serve churches, foundations, senior living communities, children’s homes, higher education institutions and more.
| What Sets Us Apart |
Wespath is more than just an investment partner. We uniquely understand the challenges and opportunities you face because we also are a faith-based, values-driven organization.
Our commitment to seeking strong investment returns that advance your investment growth goals is backed by a century-long record of proven experience and unwavering client support. We offer more than investment expertise—we bring to you our full agency resources and investor community to empower and grow your mission.
| Quarterly Investor Letter |
Despite geopolitical uncertainty in the Middle East, changing Fed expectations and a rapidly changing market landscape, investors maintained a risk-on approach throughout the second quarter. Our latest Quarterly Investor Letter delves into these themes and more, including SpaceX’s record-setting IPO and drivers of the quarter’s strong equity gains. The letter also examines what this means for institutional portfolios, revisits our key themes for 2026 and offers a closer look at our asset allocation process through a real-world client case study.
| Read it now! |
| Contact Us Today! |
