5005 LBJ Fwy
Suite 2200
Dallas, TX 75244
Google Maps
Contact
Main Phone: 888-984-8433
Web Site:
http://www.guidestonefunds.org/
Mutual Fund Brand(s)
Guidestone Funds
Research Links
SEC Fund Filings by CIK
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Background:
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GuideStone Financial Resources traces its history back to 1918, when $1 million in seed money from John D. Rockefeller and John D. Rockefeller, Jr., and a $100,000 gift from the Baptist Sunday School Board, helped created what was then called the Board of Ministerial Relief and Annuities: a non-profit to help retired Southern Baptist preachers and preachers' widows.
The organization offers employee benefits, retirement plans, and other financial and insurance services to pastors and other workers of Southern Baptist churches. The non-profit has rebranded several times over the years: as the Relief and Annuity Board of the Southern Baptist Convention (in 1920); as the Annuity Board of the Southern Baptist Convention (in 1961); and most recently to GuideStone (in 2004).
Meanwhile, the non-profit investment arm offered unregistered, commingled funds to the Southern Baptist community. In 2001, they entered the mutual fund business, officially launching the AB Funds Trust on August 27, 2001.
The funds (which switched to the GuideStone Funds name in 2005 after the rest of the non-profit rebranded as GuideStone in 2004) are a family of subadvised, manager-of-manager mutual funds with their own take on faith-based investing: the managers screen out companies involved in abortion, alcohol, gambling, pornography, tobacco, "or any company whose products, services or activities are publicly recognized as being incompatible with the moral and ethical posture of GuideStone." The managers also strive to be engaged shareholders, trying to influence companies "to enact authentic, positive business change."
At first, the mutual funds were exclusively for the Southern Baptist community (especially for use inside the community's 403(b) plans). Then, in 2004, the GuideStone team extended distribution of those mutual funds to others in the evangelical Christian community (as the broader non-profit did the same). In 2014, GuideStone hired its first mutual fund wholesaler, and in 2015, the GuideStone team opened up distribution of their mutual funds "to the broader investing public," starting with the RIA channel and their own backyard (the Dallas-Fort Worth area of North Texas).
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Sponsored Opportunities
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Key People:
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John Jones
President, GuideStone Funds | David Spika
President, GuideStone Capital Management | Matt Peden
Chief Investment Officer, GuideStone Funds | Ron W. Bass
Chief Compliance Officer, GuideStone Funds | Tim Bray
Senior Portfolio Manager, Guidestone Funds | Melanie Childers
Managing Director, Guidestone Funds | Patrick Pattison
Vice President and Treasurer, GuideStone Funds | Bret Curlee
Director of Investment Services, GuideStone Funds |
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