Church Organizers Foundation
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About
Church Organizers Foundation is a nonprofit registered investment adviser that serves individuals (including high-net-worth clients), trusts and estates, pastors and school teachers, endowments, foundations, charitable trusts, and other businesses. It offers ongoing portfolio management and financial planning services along with cash flow, retirement, tax and estate planning, charitable giving advice, and occasional consulting engagements.
The firm emphasizes customized portfolio construction using fundamental analysis supplemented by technical analysis, with asset allocation tailored to each client’s goals and tax considerations. Portfolios are typically built with direct equities and fixed‑income securities for tax efficiency and lower fee layering, and COF accepts discretionary authority after clients execute a power of attorney.
What distinguishes the firm from many peers is its explicit stewardship focus for churches and charitable organizations: it provides trust administration when requested, offers reduced‑rate or pro‑bono stewardship and gift‑planning services to nonprofits, and uses a proprietary Ministry Map/Ministry Mapping Inventory for organizational consulting. The adviser operates on a small scale (managing under $10 million for a few dozen clients) and integrates ministry‑oriented stewardship principles alongside conventional investment management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.125% $5,000,001+: 1.00% $5,000 - $99,999: 0.00% $100,000 - $249,999: 0.35% $250,000 - $499,999: 0.45% $500,000 - $999,999: 0.50% $1,000,000 - $2,999,999: 0.55% $3,000,000+: 0.60%
$100 to $200 per hour for consulting services
Account minimum: $25,000 for households, $5,000 for charitable endowment accounts (minimums may be waived) Fee-only: Fee-only advisor; no commissions or additional compensation from securities sales.
Main office
Mason MI
Advisors at this office
2
Most active in
California · Michigan
Also doing business as
Church Organizers Foundation · Classical Stewardship Institute
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Anne L
Series 65
Mason, MI
Church Organizers Foundation
Anne Lee is a Series 65-licensed advisor with four years of industry experience, currently working at Church Organizers Foundation since 2016. She previously practiced law at Lee Law Office PLLC from 2014 to 2022. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and businesses. The firm offers customized portfolio management and financial planning, emphasizing stewardship-focused services for churches and nonprofits alongside conventional investment management.
Martin L
Series 63, Series 65
Mason, MI
Church Organizers Foundation
Martin Lee is a financial advisor at Church Organizers Foundation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013. In addition to his advisory role, Lee serves as an intentional interim pastor at St. Matthew Lutheran Church & School. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and targeted consulting services. The firm emphasizes customized portfolios focused on tax efficiency and risk management, and it offers specialized stewardship and trust administration services for charitable organizations.
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