skip to content

Investment Resources

For more information, please contact Sara Beltran, associate vice president fund administration at sbeltran@texasmethodistfoundation.org or 800.933.5502.

Derek Casteel Headshot

Derek Casteel, CFA

Director of Investment Services

email hidden; JavaScript is required

Sara Beltran Headshot

Sara Beltran

Assistant Vice President Investor Services

email hidden; JavaScript is required

RANDI

Randi Forrest

Investor Services

email hidden; JavaScript is required

Get Started

Open an Account

Impact investment accounts are available for individuals, churches, and clergy. Accounts may be opened with an initial investment as low as $1000. Impact Certificate accounts and Equity and Bond Investment accounts are available for churches and nonprofits.

Open an Account