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Portfolio Management

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COF advisors believe in portfolio management tailored to your needs. As a client, you will receive a portfolio we believe is appropriate to help reach your investment goals, managed with an investment practice deeply rooted in our own time-tested processes and philosophies. Our portfolio management approach—combined with our proactive, personalized client service—has allowed us to manage portfolios for more than 20 years.


Our Investment Policy Committee (IPC) has over 36 years of combined industry experience. The IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios. Our approach is based in active, flexible portfolio management. Scroll down to learn more about our investment approach and how we tailor client portfolios.

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Our Approach

Investment Style

We tailor your investment portfolio based on our forward-looking market views and capitalize on opportunities around the world, taking into consideration your personal objectives and investment mandates.

We utilize three model portfolios: moderate conservative, conservative and moderate aggressive.

Investment Philosophy

Our investment philosophy is the set of stewardship and financial principles that guide all of our investment decisions. It is rooted in our belief that God uses all things, like the economy and free markets, to accomplish His good and pleasing work.

  1. Control Risk

  2. Focus on Consistency - Avoid Swinging for the Fence.

  3. The Benefits of Specialization

Team Approach

To address the daunting task of selecting from tens of thousands of securities globally, COF advisors employ an investment process that leverages our research team to help make sense of a complex and vast investment landscape.

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Compared to S&P 500 as of 02/29/2024

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Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Church Organizers Foundation is not owned by, affiliated with, or supervised by Schwab.

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