The Trustees of the Funds
Financial Services • 
Manakin-Sabot, VA 23103, United States • 1-10 Employees
Company overview
| Headquarters | Manakin-Sabot, VA 23103, United States |
| Phone number | +18049980671 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Investment Management And Endowments |
| Founded | 1754 |
| Employees | 1-10 |
| Socials |
Key Contact at The Trustees of the Funds
Lynn Ivey
Executive Director
The Trustees of the Funds Email Formats
The Trustees of the Funds uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@trusteesofthefunds.org), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trusteesofthefunds.org | 66.7% |
{first initial}{last name} | jdoe@trusteesofthefunds.org | 33.3% |
About The Trustees of the Funds
The Trustees of the Funds was established to assist parishes and Episcopal Church affiliated organizations invest funds they expected to hold in perpetuity or for some period of years. Our Participants have established individual accounts for charitable giving, building and cemetery maintenance, construction projects, and operating reserve accounts. Our Funds The ToTF works with churches and related organizations of Virginia Episcopal Dioceses to achieve both financial performance and capital preservation while acting as stewards of their monetary resources. Assets invested in ToTF portfolios are managed on a day-to-day basis, offering timely decision making and the ability to enhance returns while mitigating risk through agile asset allocation and investment selections. This approach is often unavailable to smaller investors. ToTF offers three funds in which that churches and organizations can invest to achieve their specific financial objectives: Short Term Fund - Created to provide an option for participants who wanted to earn more on their funds than in a savings account or certificate of deposit. This fund is designed for those who do not expect to withdraw funds for 2+ years, but who do not want to participate in the equity markets. The balance is invested in fixed income funds with an average maturity of 1.7 years and an average duration of 1.9 years. Balanced Fund - This fund was established many decades ago, with the objective of providing a conservative investment option for endowment funds and other long-term accounts. It has been invested in a variety of equity, fixed income, real asset, and hedge products. All Equity Fund - The All-Equity Fund invests in a portfolio of stock index, exchange traded, and actively managed funds, with the goal of maximizing long-term return with minimal costs. This fund is for churches and organizations that are not as concerned with consistent annual results and want to fully participate in the equity markets.
The Trustees of the Funds revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Trustees of the Funds has never raised funding before.
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