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Serving People, Strengthening Missions

Wespath brings together a century of benefits expertise and institutional investment leadership in support of one mission: caring for those who serve. As a faith‑rooted, fiduciary partner, we combine disciplined financial management with values‑aligned solutions to advance well‑being and missional impact for individuals, institutions, and ministries.

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What We Do

Institutional Investing

We provide nonprofits and faith-rooted organizations with investment management and Outsourced Chief Investment Officer solutions as they work to advance their missions. These organizations include endowments, foundations, children’s homes and higher education institutions.

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Benefits for Individuals

We help clergy and lay employees plan, prepare, and thrive through retirement. We also provide health and well‑being programs designed to foster lasting well‑being and holistic support.

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Benefits for Plan Sponsors

We partner with mission-driven organizations and employers within The United Methodist Church and beyond. Our goal is to deliver benefit programs for employers that truly make a difference.

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Wespath By the Numbers

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Assets Under Management 
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Individuals Served Through Our Benefit Plans
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Mission‑Focused Institutional Clients
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Invested Since 1990 in Affordable Housing and Community Development
Numbers as of December 31, 2025
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Our Work, Guided by Purpose

Wespath exists to serve those who serve—today and for the long term. In this video, you’ll hear more about our mission, our values, and how values-aligned stewardship guides the choices we make on behalf of participants, institutional investors and plan sponsors.

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Two men dressed professionally and seated at a conference table. Between them a woman, a man and another woman are professional dressed and standing in front of windows.

Investments That Make a Difference

With values-aligned investing, an unwavering commitment to integrity and more than a century of experience, Wespath provides a reliable path toward retirement, well-being and investment goals for over 100,000 participants and more than 170 institutional clients.

Wespath’s investments make a difference through our approach to sustainable investing. We put our values into real-world applications without sacrificing returns. As a sustainable investor, Wespath pays particular attention to affordable housing, human rights, environmental well-being and corporate governance. With decades of experience, Wespath stands as a trusted global leader and committed contributor to sustainable investment.

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A metal statue of John Wesley on a horse outdoors surrounded by trees, flowers and grass.

A Foundation Rooted in Faith

Our story began in 1908. As an agency of the United Methodist Church, Wespath’s foundation is rooted in faith and committed to mission. Since its inception, Wespath has built on this by fostering fellowship, seeking out stewardship solutions and investing with integrity.