Dear Ministry Partners,
In light of recent market developments, we want to offer a brief and timely update regarding the Florida United Methodist Foundation’s investment strategy and how we are responding to current volatility.
Since the announcement of new tariffs last Wednesday, equity markets have experienced a sharp downturn, with a decline nearing 10%. This kind of turbulence reminds us of the importance of proactive, disciplined investing—something we remain deeply committed to as your fiduciary partner.
As highlighted in our recent Q1 Investment Newsletter, the Foundation made two strategic decisions that have helped cushion some of the market impact. We completed the closure of our position in Liquid Alternatives and rebalanced the portfolio with an overweight in bonds—an asset class that has performed well amid this instability. While the gains from bonds will not completely offset the losses in equities, they have helped mitigate the overall impact.
We are grateful for the ongoing guidance and market vigilance provided by our investment advisor, CapTrust. Their commitment to monitoring the investment landscape with both prudence and foresight strengthens our confidence in our shared long-term objectives.
CAPTRUST hosted a webinar this past Friday addressing the current investment environment, and we believe it offers valuable insights. We encourage you to view the recording at the link below. Please be aware that your information submitted to watch the video will not be used for marketing purposes:
As always, thank you for your trust in the Foundation. Do not hesitate to reach out to us with any questions. We remain focused on supporting and empowering the growth of Christian ministry through sound stewardship and care.
Grace and peace,
Rev. Edward S. New
President & CEO
Florida United Methodist Foundation