CONSOLIDATED FUND
Open to all parishes and organizations within the Episcopal Diocese of Pennsylvania, the Consolidated Fund functions as a common trust fund, similar to those offered by commercial financial institutions.
By pooling church and diocesan assets, the Consolidated Fund provides a strong, professionally managed investment platform that leverages collective resources to maximize growth opportunities. This structure allows even the smallest parish to benefit from institutional-quality investment management, cost efficiencies, and long-term financial sustainability. Through prudent oversight and strategic asset allocation, the fund helps provide financial security across the diocese, supporting the mission and ministries of its churches and institutions.
- Competitive Rate of Return – Moderate financial risk while maintaining a strong, competitive return.
- Reliable Distributions – Reliable, regular distribution payments for participants.
- Expert Management – Fiduciary oversight by an experienced investment team focused on long-term stability.
- Greater Investment Opportunities – Access to institutional-level investment management and diversification not typically available to individual church-related entities.
- Flexible Account Management – Participants can establish multiple accounts within the Consolidated Fund, with quarterly statements for each fund providing account balances and performance.
- Proportional Allocations – Gains, losses, and fees are applied proportionally to each participant’s account.
- Contributions & Withdrawals – Participants can make deposits or withdrawals in accordance with governing documents.
- Transparent & Competitive Fees – Management fees are assessed quarterly and reviewed annually to ensure cost efficiency.
