Institutional Investment ManagementStore up treasures in heaven...For where your treasure is, there your heart will be also.
-Matthew 6:20-21
-Matthew 6:20-21
Ronald Blue Trust has served ministries and foundations since 1991 and considers it a privilege to help organizations steward their resources well. We specialize in assisting endowments, foundations, and charitable trusts looking for a sophisticated, independent investment office.
Institutional Clients
We manage institutional assets for the following client types:
- Endowments
- Foundations
- Charitable Trusts
- Churches
- Ministries
- Operating assets of the organization
Our total institutional assets under management and advisement are over $1.7 billion.*
*As of 12/31/21 and subject to change.
Services We Provide
Fully outsourced Chief Investment Officer (OCIO) and nondiscretionary investment consulting, including:
- Asset allocation
- Customized portfolios based on an investor’s values and beliefs
- Investment Policy Statement (IPS) design, maintenance, and review
- Investment committee education and support
- Manager due diligence
- Cash flow management and other administrative functions
- Tailored investment reporting
- Ongoing meetings
Approach
We Partner with Organizations in their Fiduciary Responsibility
We are not simply portfolio managers; rather, we partner with institutions in their mission. This approach means prioritizing communication and access to our service team. Investments should not exist in a vacuum. Instead, they are a means to fulfill an organization’s mission. Our process directly ties the portfolio back to the institution’s goals by identifying future cash flow needs and building a portfolio designed to meet those needs with an appropriate level of risk. Importantly, we align the organization’s portfolio with their faith-based convictions.
Our Approach to Serving Institutions
Our investment approach is founded on timeless biblical principles and an unwavering process. We base our strategy on the six principles of:
- Applied Wisdom
- Uncertainty
- Instability
- Productivity
- Leadership and Governance
- Inherit Value
In our view, the best portfolio for an institution is intuitive, resilient, and ultimately achieves their goals. We define success as achieving an organization’s objectives and adding value to benchmarks. We accomplish this by leveraging internal and external resources and expertise to execute our strategy effectively and efficiently.
Team
The Ronald Blue Institutional team has experienced professionals who are dedicated to serving organizations well. With the support of Ronald Blue Trust and other allied firms, we specialize in meeting the unique needs of like-minded institutions who are striving to steward their resources well.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.