Is the BLIP on Your RADAR?

The Grand Lodge of Pennsylvania has partnered with Allegheny Investments to offer blue lodges an opportunity to receive professional financial advice, featuring:

• Separate accounts for each lodge fund (Reserve, Permanent Fund, Permanent Charity, etc.)
• 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, which provide all information necessary to complete the trustees’ reports required for the annual lodge audit
• Prospectuses and related program information is now available for all Master Masons in Grand View

“In 2021, the lodge investments weren’t doing as well as in the past, so we decided to move all investments to a new financial advisor. After doing some research, the Grand Lodge put us in contact with Allegheny Investments through the Blue Lodge Investment Program. From the beginning, they were very helpful. They provided us with a transition process document and checklist, as well as data forms for our trustees to complete … We are very satisfied with our dealings with Allegheny Investments.”

– Thomas A Male, P.M., Secretary, Whitfield Lodge No. 622

TO LEARN MORE, CONTACT:
Bryan D. Hoover, CFP®
412-407-5170
bhoover@alleghenyinvestments.com