Investment Services

Investment Services

Through many years of experience in working with leadership teams, treasurers, investment and finance committees, and boards of sponsored institutions, the professionals at Zielinski Companies have developed a deep appreciation and a solid understanding of the investment needs of religious congregations and their affiliated institutions.

Because of this understanding and appreciation, we are able to effectively assist communities such as yours in developing strategies that will assist you in meeting your investment goals.

Comprehensive Services

We offer our religious clients comprehensive investment advisory services. These services are available whole or in part. Meeting your investment goals will play an important role in helping advance and achieve the mission of your community.

Our investment advisory services include:

• Investment policy statement

(Guidelines and objectives)

• Socially responsible investment criteria and approaches
• Needs assessment pertaining to specific funds
• Risk and return assessment and approaches
• Asset allocation modeling
• Investment back-studies and existing manager performance analysis
• Manager search and selection
• Monitoring and analyzing ongoing investment performance
• Cost containment to keep associated investment costs down
• Special analysis as needed

Independent Team Approach

Zielinski Companies can provide your community an impressive financial team made up of our investment advisory representatives, certified public accountants, and financial management professionals. This value added team approach, combined with our unique understanding of religious communities, has resulted in effective and practical investment application solutions. These solutions are individualized to be consistent with the philosophies, policies, objectives, and mission of each of our clients.

Our firm's independence and unbiased objectivity form the foundation to a successful investment strategy. Working with both large and small religious clients, we bring our independence and unbiased objectivity to investment markets, managers, and strategies.

At Zielinski Companies, we understand the impact that investment decisions can have on your community and institutions. These decisions require a thoughtful approach, and we can help you in your decision-making process. We understand the dynamics of these types of decisions.

Your Community's Future

We have the interest, knowledge, and experience to understand and appreciate your community's rich culture, and tailor our investment services approach to meet your special needs. We always keep you an integral part of the process. Most importantly, we recognize the importance of investment decisions on the future of your organization.