Investment Services Driven
by Your Mission

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.

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 $26 billion in assets as of December 31, 2024. WII provides OCIO services exclusively to nonprofit organizations.

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.

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.

In a quarter marked by geopolitical shocks, tariff turmoil and fiscal uncertainty, markets defied expectations with resilient performance. In our latest Quarterly Investor Letter, we reflect on Q2’s paradox of headline-driven anxiety vs. strong portfolio outcomes. We also share details on an upcoming fund launch and preview the second half of 2025.

Address
1901 Chestnut Ave.,
Glenview, IL 60025

© 2025 Wespath Institutional Investments LLC, affiliated with The United Methodist Church.

All Rights Reserved.

¹ Wespath Benefits and Investments (“Wespath”) is a general agency of The United Methodist Church, a 501(c)(3) tax-exempt organization. Wespath administers benefit plans and together with its subsidiaries, UMC Benefit Board, Inc. (“UMCBB”) and Wespath Institutional Investments LLC (“WII”), invests (or provides back-office services for) assets on behalf of benefit plan participants and beneficiaries, plan sponsors and other institutions controlled by, associated with or related to The United Methodist Church (the “Church”). UMCBB serves as the administrative trustee and fund manager for the P Series funds. WII serves as the administrative trustee and fund manager for the I Series funds. Unless otherwise noted, the firm referenced herein is defined to include Wespath, UMCBB and WII. WII manages the I Series of funds and provides institutional investment services through shared and tenured Wespath Benefits and Investments investment team members.

WII provides investment services to companies organized and operated exclusively for religious, educational, benevolent, fraternal, charitable, or reformatory purposes, and to certain pooled investment vehicles maintained by such companies (collectively, "Charitable Organizations"). WII is not registered as an investment advisor under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), or under any comparable local, state or federal law or statute, in reliance on exemptions from such registration available to investment advisers to such Charitable Organizations.