A complete list of active advisors currently associated with Church Organizers Foundation

Warmer can help you find a great advisor at Church Organizers Foundation or one who fits your needs even better.

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.

To learn more about the advisors currently working at Church Organizers Foundation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anne Lee	Mason, MI	4
Martin Lee	Mason, MI	26

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