Wespath Benefits and Investments

Wespath Benefits and Investments

Wealth ManagementLimited Partner (LP)Direct Investor
Not explicitly stated.

Not-for-profit administrative agency of The United Methodist Church, managing retirement, health and welfare benefit plans, as well as investment fund management for over 100,000 active and retired clergy and lay employees globally.

Founded

1908

Ownership

Not-for-profit administrative agency

Risk Profile

Long-term perspective with low risk, emphasizing sustainable and responsible investing aligned with United Methodist Church principles.

Location

Glenview, IL, United States

About

Mission

We care for those who serve by providing investment and benefit services that honor the mission and principles of The United Methodist Church.

Values

Teamwork, Integrity, Stewardship, Spirituality, Customer Satisfaction, Mutual Respect

Participant Demographics

Serving over 100,000 active and retired clergy and lay employees globally, primarily affiliated with The United Methodist Church.

Track Record

Team Experience

Not explicitly stated.

Notable Achievements

Recognized as one of Chicago’s Best and Brightest Companies for six years in a row.

Project Track Record

Not explicitly stated.

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Headquarters

Glenview, IL, United States

Legal & Compliance

Not explicitly stated.

No major violations reported.

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