Innovative Investment Opportunity for Lodges

The Grand Lodge is pleased to announce that it has established an innovative investment program tailored to meet the needs of its Blue Lodges. The optional program features:

• Separate accounts for lodge funds

• Low annual fee of 0.45% (minimum fee of $250)

• No minimum account balance

• Seven pre-designed model portfolios matched to risk tolerances (including a cash/short-term option for short-term cash needs, such as capital expenditures)

• Investment guidance from a dedicated team of investment professionals

• Online account access with downloadable statements

Pennsylvania Grand Master’s Charity

In order to obtain deeply discounted fees for Blue Lodges, Grand Lodge funded the program with $35 million from the Grand Lodge Consolidated Fund.

The purpose of the program is to help officers and trustees be good stewards of their lodge funds. Neither the Grand Lodge nor the Masonic Charities receive any fees or other consideration in connection with the participation of Blue Lodges in the program.

To learn more about this exciting program, please contact your District Deputy Grand Master.