Short-term funds
we designed for you.

Grow your money with low-risk options.
CDs with guaranteed returns.
*


INSTITUTIONAL INVESTING, just like individual investing, should be personal. The UMF Short-term Fund is committed to offering a personalized approach to institutional investing. Just as you sit down with your own personal financial planner, UMF Short-term Fund first learns about your organization’s goals and needs. By knowing what you hope to accomplish, we tailor investments to your needs. We handle the investing so you can accomplish the vital work of your ministries.

We make it easy for you to focus on your mission with meaningful investment management, timely report delivery, and simplified online access. We align your goals with the mission of The United Methodist Church – building congregations for generations to come. By investing with us, you are investing in the future of The United Methodist Church.

Our short-term investment opportunities:

Money Market Fund

A money market fund is an investment fund that typically invests in short-term, low-risk securities like Treasury bills, commercial paper, and certificates of deposit. Money market funds are typically used as a place to park cash and earn some interest while maintaining liquidity.

NEW MMF CURRENTLY AVERAGING

CD Fund

A CD is a time deposit typically used as a way to save money for a fixed period at a fixed interest rate. CDs are often chosen by individuals and organizations who want to save money and earn a guaranteed interest rate over a specified term.

CD RATES

PER ANNUM

BENEFIT FROM RATES RANGING FROM

3.25%-4.75%

CD APYs

ANNUAL PERCENT YIELD

BENEFIT FROM AN APY RANGING FROM

3.25%-4.75%

RATE RANGE INCLUDES 3, 6, 9, 12, MONTH MATURITY

Note: CD coupon rates change weekly. Your rate will be within the range provided. Actual rate will be provided at the time of purchase. UMF’s default will be to reinvest your CD at maturity unless you direct us to do otherwise within the agreement or at least two (2) weeks prior to maturity. The CD Fund is considered a short-term investment option. As such, CDs can only be opened with revocable and available funds. CD ranges advertised are net of UMF’s short-term investment pool fees, .35 bps. *CD interest is guaranteed at full maturity. Par (face) value cannot be guaranteed with early withdrawals.

NEWS

UMF Offering New Short-Term Funds

WE UNDERSTAND … THE MARKET IS JUST NOT MARKETING HOW WE WANT!

UMF has developed two new options to help you meet your on-hand cash needs.

Inquiries

For any inquiries,  please call (919) 836-0029 or click the link below.

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