Client Solutions

As a full-service investment advisory, broker-dealer, and insurance agency, we offer a full array of wealth accumulation, protection, and distribution products and services through our overall investment and insurance platform. We maintain contractual relationships with a multitude of mainstream insurance carriers, money managers, fund companies as well as our clearing firm relationship with RBC Capital Markets. We can provide access to faith-based investment and insurance providers for our clients who are looking to align their financial commitments with their beliefs via Biblically Responsible Investing (BRI).

Products and Services

  • Financial Planning - comprehensive review of life cycle objectives

  • Treasury Management Services – cash reserves, CDs, money markets, CDARS, government securities, real estate secured promissory obligations 

  • Integrated Financial Tools - portfolio analytics, diagnostics, and performance reporting to support member and financial institution objectives

  • Biblically-Responsible Investments (BRI) – aligning your core values and beliefs with your investment’s purpose

  • Retirement Planning & Employee Benefits – 401(k), 403(b), SEPs, SIMPLE plans, IRAs, SERP’s and other retirement plans

  • Risk Management Planning – life, disability, health, long-term care, buy-sell agreement funding, and key person coverages

  • Inheritance Planning - maximizing effective tax strategies in coordination with your will and/or trust

  • Board Governance Support - create and/or review your Investment Policy Statement (IPS) to ensure ongoing compliance

  • Property and Casualty Insurance for Churches and Ministries

Ministry Partners Investment Company, LLC Fixed Income

Ministry Partners Securities, LLC is the managing broker and primary distributor of its parent company’s proprietary biblically responsible product offerings. Ministry Partners Investment Company, LLC offers short-term promissory fixed income debt securities that are secured by real estate and pay a fixed return. The debt securities are not tied to the stock market, and as such, they do not fluctuate in value. We can provide access to faith-based investment and insurance providers for maturity, interest rate, and investment amount.