All of our accounts are part of our community of Episcopal investors who benefit from world-class investment management, diversified portfolios, reliable administrative service, and solid performance at a reasonable fee.
EMS Pooled Funds
Accounts with less than $1 million participate in the ECF Pooled Funds, choosing their preferred allocation between the ECF Growth Fund – a diversified portfolio of equity funds – and the ECF Income Fund – a portfolio of fixed income assets. Accounts choose a strategic target allocation such as 70/30 equities to fixed income, 60/40, 50/50, etc. based on their risk tolerance, time horizon and income needs. Accounts can also choose to invest in socially responsible portfolios.
Account with more than $1 million can participate in our Custom Account Option. Investment professionals develop a customized portfolio based on your specific investment policy statement. These portfolios use highly efficient Common Trust Funds as their investment vehicle. Accounts can also choose to invest in socially responsible portfolios.