Pavilion’s investment consulting team offers strategic portfolio oversight, customized solutions and church plan expertise for non-profit faith-based organizations, churches and religious entities.

Investment Consulting & Solutions for Faith-based Organizations | Pavilion

Pavilion’s investment consulting team offers strategic portfolio oversight, customized solutions and church plan expertise for non-profit faith-based organizations, churches and religious entities.

Faith-Based Organizations

Faith-Based Organizations

Dedicated to helping you live your mission more deeply.

Aligning Your Faith with Your Financial Goals

Pavilion is committed to helping your faith-based organization make the world a better place today — and for years to come. Yet the reality of today’s economic environment can shake anyone’s faith in the future. That’s why we’re dedicated to helping you manage challenges ranging from liquidity concerns and pension deficits to cash flow shortfalls.

With more than two decades of experience serving faith-based institutions, we're equipped to advise you on strategies uniquely tailored for endowments and foundations, as well as defined benefit and defined contribution plans. From risk monitoring to operational support, and investment advisory to fully delegated solutions, we can help you meet your investment objectives across all of your portfolios. Our solutions feature:

  • A holistic investment approach. To help you achieve more consistent, risk-adjusted portfolio returns over time, we take a forward-looking, valuation-based approach to portfolio construction and risk management. Transcending traditional advisory services, we can help you restructure your portfolios for increased effectiveness and customize strategies for your particular needs.
  • Church plan expertise. Because they’re unique, church pension plans require custom strategies that consider both risks and the security of the participants’ benefits. We work closely with you to help you achieve your plan goals and higher purpose — factoring in future contributions, risk transfer opportunities, and ways to dynamically reduce risk through investment strategy. 
  • Mission-centric services. From investment research to advice, we offer a full suite of services specially tailored for faith-based organizations like yours. Discover how we can help you achieve your short- and long-term goals.

Why Choose Pavilion?

Pavilion's dedicated not-for-profit consulting team provides creative perspectives and customized solutions that can help you deliver on your mission over the long term.

About Pavilion

As a leading not-for-profit investment consultant, we offer a full spectrum of research, advice and delegated solutions for healthcare, endowments, foundations and faith-based organizations.

115+

Dedicated not-for-profit investment professionals across the United States

$390 Billion

Under advisement in the not-for-profit marketplace

345

Not-for-profit organizations who have chosen Pavilion as their investment partner

$17 Billion

Under Management in delegated solutions from not-for-profit client partners

Please see Important notices for further information.

Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).

Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.

Information above is as of December 31, 2017

 
Your Questions are Important to Us
I'd like to set up a free consultation or receive more information.