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Every Dollar Has a Purpose

With the Signatry, you do not have to wait until you make a grant to charity to know your resources are making a difference. As part of our values-driven community, all of our investment pools are filtered through a biblically responsible investment philosophy. This means every opportunity in our investment pools is screened to ensure your resources further businesses that make ethical decisions and promote family values.

 

Invest in Alignment with Your Goals and Passions

What is your cause? Whether you are passionate about orphan care, health care, or something different, we have investment pools dedicated to supporting the companies and organizations making an impact for these causes. Invest in one pool or a combination while evaluating the level of risk and growth metrics you desire. We are here to help you every step of the way in making the best decisions to accomplish your goals.

Investment Options With Mission-Driven ROI



*Management fees are withheld from the investment pools. All performance is reported on a net return basis.
Money Market

The Money Market pool is allocated to various cash and money market investments characterized by their short maturities and minimal credit risk. The Money Market investment pool generally has the lowest level of risk.

Money Market (100%)

Capital Preservation Model

The Capital Preservation Model pool pursues income with modest capital appreciation by allocating assets mostly to short-term investment-grade fixed income, and slight allocation of assets to opportunities for higher growth.  This pool seeks to provide current income with low levels of return volatility and is generally recommended for holding periods of less than two years.

This pool has a target allocation of:
Limited Term Bond Fund (87%)
Multi-Asset Income Fund (10%)
Money Market (3%)

Conservative Income

The Conservative Income pool pursues slightly higher capital appreciation through a 25 percent allocation of equity, with the remaining assets allocated in fixed income. This pool has low to moderate risk and is generally recommended for holding periods of one to three years.

This pool has a target allocation of:
Limited Term Bond Fund (58%)
Dividend Opportunities (5%)
Multi-Asset Income Fund (34%)
Money Market (3%)

Income & Growth Model

The Income & Growth Model pool pursues a balance between income and capital appreciation by having equal percentages of assets allocated to both fixed income and equity. This pool’s risk level is moderate to moderately aggressive, and it seeks current income while maintaining the potential for long term capital appreciation.  Balancing exposure to global stocks and bonds helps to moderate return volatility. It is generally recommended for holding periods of two to five years.

This pool has a target allocation of:
Limited Term Bond Fund (38%)
Dividend Opportunities (10%)
Gilead (24%)
Healthcare & Life Sciences (5%)
Multi-Asset Income Fund (20%)
Money Market (3%)

Growth Model

The Growth Model pool has a high allocation of assets to growth opportunities, with 70 percent of assets invested in equity, and a moderate allocation to fixed income. This pool’s risk level is moderately aggressive to aggressive, and it seeks long term growth through a global allocation to stocks and bonds. It is generally recommended for holding periods of over five years.

This pool has a target allocation of:
Limited Term Bond Fund (18%)
Dividend Opportunities (20%)
Gilead (34%)
Healthcare & Life Sciences (10%)
Multi-Asset Income Fund (15%)
Money Market (3%)

Aggressive Growth Model

The Aggressive Growth Model pool has the highest risk/return asset allocation mix out of all the pools, with a 95 percent allocation to equity. This pool is not as diversified across asset classes and focuses allocation of assets almost entirely in equities. It seeks maximum expected return through larger allocations to smaller capitalization growth stocks with very high levels of expected return volatility. This pool’s risk level is aggressive, and it is generally recommended for holding periods of over ten years.

This pool has a target allocation of:
Gilead (49%)
Dividend Opportunities (34%)
Healthcare & Life Sciences (14%)
Money Market (3%)

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