Guidestone Investment Services

Fee-Only (% of Portfolio)

GuideStone Investment Services (GSIS) offers outsourced investment management and investment consulting services to charitable organizations. GSIS works with clients to customize investment strategies based on their unique objectives. GSIS may invest client assets in GuideStone Funds, mutual funds managed by an affiliate. GSIS is affiliated with GuideStone Financial Resources and receives operational support from them.

Assets Under Management$3.4B
Clients12
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

GSIS provides investment advice to charitable organizations, charging a quarterly fee based on the value of the assets in the account. GSIS may invest client assets in GuideStone Funds, which are managed by an affiliate. Clients will indirectly pay management fees to the affiliate through these investments. GSIS personnel are compensated based on the overall performance of GSIS and GuideStone, including the performance of client accounts.

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Guidestone Investment Services | TrueAdvisor