Funding your mission into the future.

Strategies aligned with your mission.

  • Customized asset allocation.

    Your portfolio is built based on your organization’s values, goals, risk tolerance and future needs. We create portfolios to match your values.

  • Portfolio diversification.

    A carefully selected mix of securities – including alternative assets – promotes competitive returns, strength and stability.

  • Systematic rebalancing.

    Regular portfolio adjustments help ensure that your investments continue to meet your objectives amid market shifts.

What do we do?

Foundry Financial partners with churches, charitable institutions, mission agencies and businesses to ensure that your assets grow and your mission continues for generations through developing a unique investment strategy that meets your organizations needs and values.

Our process

Our process starts by developing your organization's Investment Policy Statement.

This critical document outlines your organization’s goals, risk tolerance and other key investment information. The investment management process is then aligned with your investment policy statement.

  • Our evaluation process involves analyzing the current situation, assessing risk tolerance, defining goals and objectives, and considering the time horizon.

  • To ensure that our investment strategies align with your values, we engage in a thorough discovery process. This involves detailed discussions to understand your core values and ethical considerations. By doing so, we can tailor your portfolio to include socially responsible investments (SRI) that not only meet your financial objectives but also reflect your personal beliefs and aspirations.

  • Our service are tailored to provide you with an elite investment experience. . Your portfolio is professionally managed, ensuring expert financial strategies are employed for optimal performance.

    Regular rebalancing aligns with your risk tolerance and investment goals, maintaining the desired asset allocation.

    This comprehensive approach ensures your investments are not only lucrative but also aligned with your financial aspirations and managed with the utmost care and expertise.

  • Our ongoing service diligently monitors your investment performance, adjusting strategies to align with evolving organizational goals. We actively manage for economic and geopolitical risks, ensuring your portfolio remains responsive and resilient in a dynamic global investment landscape.