.png)
Investments
COF advisors offer personalized portfolio management to meet your investment goals, utilizing our proven processes and philosophies. With over 25 years of experience, we combine this approach with proactive client service to effectively manage your portfolio.
Our Investment Policy Committee (IPC) boasts over 36 years of combined experience, monitoring markets to make strategic investment decisions for client portfolios. We focus on active, flexible portfolio management. Scroll down to discover more about our approach and tailored solutions.
Our Approach
Investment Style
We customize your investment portfolio based on our market insights, aligning with your personal goals. COF offers three model portfolios: Moderate Conservative (45% stocks, 45% bonds, 10% cash), Moderate (% stocks, 40% bonds, 10% cash), and Moderate Aggressive (60% stocks, 35% bonds, 5% cash) as of January 2024.
Investment Philosophy
Our investment philosophy guides our decisions through stewardship and financial principles, reflecting our belief that God uses the economy and free markets for His purpose. It aligns with Howard Marks' approach, emphasizing risk control, consistency over high-risk bets, specialization, market inefficiencies, rejection of market timing, and that macro-forecasting is not essential for investing.
Team Approach
COF advisors simplify the challenge of choosing from thousands of global securities by utilizing our research team to navigate the complex investment landscape.
COF MODERATE AGGRESSIVE FUND
Compared to S&P 500 as of 02/29/2024
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.