LMCP_Lodge Finance

Lodge Investment Program

The Grand Lodge offers two programs for lodges to support the administration of investments. The first is a program through Fidelity Investments. Program information is on the member center at freemason.org. The program provides the steps needed to create and administer an investment program:

Elect trustees or appoint investment committee

1. Seek a Registered Investment Advisor 2. Establish investment objectives and policy 3. Select a Fidelity fund and deposit funds 4. Monitor performance and report to the lodge

46