Phil and Sue Branson
Phil and Sue Branson share how Fuller Investment Management Company and The Fuller Foundation have helped them use their financial resources for kingdom impact.
Fuller Investment Management Company has not directly or indirectly compensated these clients for their testimonial. This is being provided for informational purposes only and should not be considered a representation of the opinion of all our clients.
Jack and Judy Balswick
Jack and Judy Balswick, clients of Fuller Investment Management Company and former Fuller Seminary faculty members, share their experience of working with Fuller Investing to achieve their financial goals.
Fuller Investment Management Company has not directly or indirectly compensated these clients for their testimonial. This is being provided for informational purposes only and should not be considered a representation of the opinion of all our clients.
Dr. Walter Wright Jr.
former executive director of Fuller Seminary's Max De Pree Center for Leadership
I have no skills for the world of investing so I depend on outside expertise. I doubt there would be a Wright Family Trust without Fuller Investment Management Company. I came to you originally because I trusted the company's reputation. And then knowing you and appreciating your abilities made it easy to place our money with Fuller Investment Management Company.
When I reflect on the years our family trust has been in place, I realize that what I value most is not the return on investment, which has been good. It is the people. Everyone there has treated us as friends, helping us understand what we were doing, or needed to do, explaining clearly the market implications for our goals.
The people there and your services make it very attractive for anyone to entrust their financial objectives to your team. And trust is the operative word for me.
Thank you for the service you provide.
Fuller Investment Management Company has not directly or indirectly compensated these clients for their testimonial. This is being provided for informational purposes only and should not be considered a representation of the opinion of all our clients.
Dr. Paul Pierson
Dean emeritus of Fuller's School of World Mission (now part of the School of Mission and Theology)
I looked for someone to handle my investments who has expertise far beyond my capacity. Fuller Investment Management Company was found to be the solution. Fuller Investing helped me to help several grandchildren with their college expenses. The company also worked with me to direct my giving to a number of Christian causes.
In addition, I continue to have sufficient funds and income for unanticipated expenses for this phase of life. So I am thankful for Fuller Investment Management Company.
Fuller Investment Management Company has not directly or indirectly compensated these clients for their testimonial. This is being provided for informational purposes only and should not be considered a representation of the opinion of all our clients.
Frank and Till Tranzow
We have been acquainted with Fuller Investment Management Company and its predecessor entities for more than 25 years. After a career of management consulting and building small businesses, we set a goal of working with charitable and Christian-focused organizations.
When we sold our primary business in 1998, funds were generated that required management different from that in our entrepreneurial endeavors. We set a goal of spending up to 25 percent of our time and resources on community and Christian service.
Then we searched for experienced investment advisors, preferably with a portfolio of funds under management. We needed investment portfolio advice regarding intermediate and long-term investments. The primary focus would be on meeting retirement needs and giving support for service activity.
Being familiar with Fuller Investment Management Company leadership, we found what we were looking for:
- Assistance consistent with Christian principles.
- Experienced investment advisors knowledgeable in broader financial markets than our entrepreneurial focus.
- Understanding our goal of supporting Christian service.
In more than 25 years of service, Fuller Investing has helped us establish a Charitable Remainder Unitrust to provide living funds and funds for those we serve. Also, trusts were created to support our grandchildren’s higher education. A special blessing from our work with Fuller Investing was an introduction to the work of Fuller Seminary, which we could support through scholarships.
We thank the caring staff at Fuller Investment Management Company for our long and confident years of service.
Fuller Investment Management Company has not directly or indirectly compensated these clients for their testimonial. This is being provided for informational purposes only and should not be considered a representation of the opinion of all our clients.