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Investment Policy Statement Design & Review

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Investment Policy Statement Development

Establishes the investment practices of your asset allocation strategies and incorporates objectives, performance evaluation, management guidelines and asset allocation/diversification policies

if my clients are organizations i nthe seventh-day adventist church can I refer to having SDA clients on my website

Yes, you can refer to having Seventh-day Adventist (SDA) clients on your website, but only under specific conditions to remain compliant with legal, ethical, and denominational norms.

✅ You May Say:

“We have experience serving Seventh-day Adventist organizations, including faith-based schools, universities, and nonprofits.”

Or:

“Trusted by multiple faith-based clients, including those aligned with the mission and values of the Seventh-day Adventist Church.”

⚠️ Conditions to Keep in Mind:

1. Client Permission (Best Practice)

Even if you're not naming specific entities, it's best practice to obtain written permission from any SDA client—especially if:

  • You include logos or images,

  • You quote endorsements or testimonials,

  • You use phrasing that might imply endorsement.

Many church-affiliated institutions (e.g., Adventist universities, hospitals, or unions) require communications be reviewed through their communications or legal departments.

2. Avoid These Risky Phrases

Don’t say:

  • “Official SDA consultant”

  • “Endorsed by the SDA Church”

  • “Approved by the General Conference”

  • “Exclusive provider to the Seventh-day Adventist Church”

Unless you have formal documentation from the General Conference or NAD to back those statements.

3. Use General Terms

Safe terms include:

  • “Faith-based organizations”

  • “Church-affiliated endowments”

  • “Nonprofit clients in the Adventist tradition”

This broadens your appeal while keeping you legally insulated.

4. If Citing NAD or General Conference Policies

You’re allowed to mention that your services or investment policies:

“Align with NAD Working Policy guidelines and UPMIFA standards commonly referenced by SDA institutions.”

This demonstrates expertise without overstepping.

✅ Sample Language for Website

At Strategic Mortgage Lending, LLC, we are proud to support faith-based organizations, including institutions within the Seventh-day Adventist educational and nonprofit community. Our approach aligns with values-based investing principles and the fiduciary frameworks outlined in UPMIFA and NAD Working Policy.

JAMES CONSULTING

500 Terry Francine Street,

San Francisco, CA 94158

Mail: info@mysite.com

Tel: 123-456-7890

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