– Wayne Swindler *
President of ADF Foundation
Faith-based organizations can benefit from a partner that provides excellent investment counsel and aligns with their values. Blue Institutional specializes in meeting both of these needs.
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.
Our total institutional assets under management and advisement are over $2.4 billion.*
*As of 3/31/23 and subject to change.
Fully Outsourced Chief Investment Officer (OCIO) and nondiscretionary investment consulting, including:
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 in order to optimize Kingdom impact.
In our view, the best portfolio for an institution is intuitive, resilient, and ultimately achieves the organization’s goals. We accomplish this by leveraging internal and external resources and expertise to execute our strategy effectively and efficiently.
Biblical principles inform the foundation of our investment process. We apply our six principles of investing to lessen the ambiguity, remove emotion from investment decisions, and provide guidance during periods of uncertainty. Our Principles-Based Investing is informed by timeless biblical truths, extensive knowledge of economies and investments, rigorous global research, and an in-depth evaluation of risk dynamics.
Based on these principles, we build solutions that are exposed to faster economic growth potential, appropriate valuations, and broader diversification (including asset class, market capitalization, geography, and return factors).
