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Investment Management Accounts

With an Investment Management Account (IMA) through the Nazarene Foundation, you can invest the long-term funds of your church or ministry and take advantage of high-quality, hassle-free investment management solutions.

Benefits of an IMA

How IMAs Work

Through Investment Management Accounts, professional investment managers are available to manage your ministry’s funds until they are needed for projects in the future. You select the asset allocation model that fits your ministry objectives, and then sit back and watch your investments grow over time. All of the funds remain the property of the depositing ministry and can be withdrawn at any time. Churches and ministries can open an IMA with as little as $10,000.

Why should a Nazarene church or ministry consider an IMA?

Church

You should consider an IMA if your ministry lacks the desire, time, or expertise to actively manage its long-term investment funds. Also, if you have a relatively small amount of long-term investment funds, you may find an IMA less costly than other conventional retail investment options.*

*Please contact us to request a schedule of fees.


Learn More

Documents for IMA Account Owners


Historical Performance of IMAs*

Investment Allocation 1 year 3 years 5 years 10 years
Aggressive Growth 9.1 5.0 8.7 4.2
Growth 11.1 5.7 9.2 5.6
Growth/Income 10.3 5.6 8.2 5.4
Income/Growth 9.3 5.6 7.4 5.2
All Fixed Income 6.8 4.3 4.5 5.1

*As of Sept. 31, 2016 - Gross of fees. While all information here has been carefully reviewed, its accuracy cannot be guaranteed. Past performance is not necessarily indicative of future performance.