The Blue Lodge Investment Program

• Available to every Pennsylvania Blue Lodge, and now also open to Pennsylvania Masonic appendant bodies.
• Optional and flexible. The program may replace or complement an existing strategy, and an organization may transfer some or all of its assets.
• Managed by Allegheny Investments, with a dedicated advisor and account-administration team.
• Separate account or accounts for every participating lodge or appendant body.
• 0.45% annual advisory fee, $0 minimum annual fee and no minimum account balance.
• Seven pre-designed investment models matched to different objectives and risk tolerances, including a cash/short-term option for capital projects and near-term needs.
• Online access and downloadable statements to assist with trustee reports, audits and other organizational reporting.

Bryan D. Hoover, CFP® provides investment advice and helps evaluate objectives, risk tolerance and cash needs (412-407-5170 or bhoover@alleghenyinvestments.com).

Brittany Hoover assists with account opening and ongoing administration (bahoover@alleghenyinvestments.com).

• Provide notice. Include notice of the motion in the lodge notice for the applicable Stated Meeting.
• Vote. Present and vote upon the motion in open lodge, granting the trustees authority to participate.
• Notify and distribute. Following approval, the Lodge Secretary notifies the District Deputy Grand Master and provides the Grand View program materials to the trustees.
• Submit the forms. Complete the Lodge Profile and Trustee Profile Forms and email them to Brittany Hoover.
• Meet with Allegheny Investments. Meet by Zoom to review objectives, select an investment model and open the account or accounts.

Consult the appendant body’s leadership to determine the approvals and procedures required to transfer or invest its assets. Once those requirements are identified, contact Allegheny Investments to complete the enrollment process.

• The Grand Lodge of Pennsylvania and the Masonic Charities receive no fees or other consideration from an organization’s participation. In fact, Grand Lodge invests side-by-side its Blue Lodges to secure the favorable 0.45% advisory fee.

Sign in to Grand View and follow these two steps:

STEP 1: From My Portal, select the Resources tile.

STEP 2: Expand Master Mason and select Blue Lodge Investment Program for Lodge Trustees.

• Welcome Letter from Allegheny Investments
• Program Fact Sheet
• Instructions and Checklist Form
• Lodge Profile Form
• Trustee Profile Form for each trustee
• Program Model Portfolios