Each investment decision is rooted in rigorous analysis, thorough governance standards and an unwavering commitment to the needs of our clients.
Our portfolio management team meets regularly to evaluate how global events, economic trends, and policies may impact managed assets. During these meetings, team members across both public and private markets present insights from diverse research sources, defending their perspectives.
Our investment professionals conduct in-depth, multi-stage analyses of managers and strategies, assessing investments within market and economic contexts across varying time horizons. Investments undergo thorough review by the portfolio management team, operational diligence is conducted by the compliance team and internal governance committees hold responsibility for final approval.
Decisions are informed by rigorous investment, operational and legal due diligence processes to ensure alignment with compliance and best practices.
Each client is assigned a portfolio manager who designs a long-term investment model tailored to that specific client's liquidity needs, return goals and risk tolerance.
Investments are selected based on this model, with consideration given to economic drivers, opportunities, diversification and risk management. The model and investments are then reviewed by a senior investment committee to ensure alignment with the client’s objectives and ministry needs.
GuideStone communicates with clients on an ongoing basis to discuss strategies and address evolving investment or organizational priorities.
GuideStone Investment Services is not, and is not required to be, registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any other regulatory body. GuideStone Investment Services is exempt from registration under the Investment Advisers Act of 1940 because it is a charitable organization that serves only other charitable organizations. This exemption was part of the Philanthropy Protection Act of 1995, which was passed to facilitate contributions to charitable organizations by codifying certain exemptions from federal securities laws. Although GuideStone Investment Services is accordingly not a Registered Investment Adviser, it remains subject to the anti-fraud provisions of the Advisers Act.
The information provided herein is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to sell or buy any securities or an offer of sale or a solicitation of an offer to hire GuideStone Investment Services as a provider of investment advisory services. This material does not include a number of terms and conditions, including fees and other costs, that will be included in an actual services agreement, nor does it identify all potential risks.