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Funds for the Timothy Plan family of funds Genesis In early 1992 Timothy founder and President, Arthur Ally, was challenged to design a specialized retirement plan for pastors of independent churches and to offer it on a national scale. This challenge forced Mr. Ally to search the entire investment industry for any professionally managed program that would screen out investments in companies that are involved in practices offensive to an evangelical pastor's Christian world-view and he found that not one existed! Ally's research team identified a small handful of "ethical" mutual funds but, on closer scrutiny, discovered that nearly every one of these were really just "fronts" for promoting a "New Age" agenda. These funds were attracting Christians' investment dollars due to their screening out investments in companies involved in alcohol and tobacco. However, these investments were unknowingly channeling dollars into areas quite contrary to Christian values and principles! The project was at an important crossroad: either abandon the effort or create a quality investment program that would genuinely be dedicated to Christian moral principles. After much soul searching and prayer, Mr. Ally and his team were convicted to move forward on the road that eventually led to the development of the Timothy Plan (based on the scriptural principles contained in I Timothy 5:8,22; 6:10; and Ephesians 5). Arthur Ally also serves as President of Covenant Financial Management, Inc. (CFM), a financial planning firm he founded in 1990 that, prior to establishing the Timothy Plan, specialized in tax and investment planning for affluent individuals and small business clients, with particular emphasis on planned giving. CFM has spun off its financial planning practice and now serves as National Marketing Agent for the Timothy Plan. Mr. Ally is a Certified Financial Planner and former CPA who joined the investment industry over twenty-three years ago. |
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online, call 1-800-846-7526 or ask your financial representative for a free prospectus for any Timothy
Plan® fund, which contains more complete information about the management company, management fees, charges and expenses. Please read it carefully, before investing, to consider the investment objectives, risks, charges and expenses. The Timothy Plan is distributed by Timothy Partners, Ltd.
Member FINRA. HEADQUARTERS The Timothy Plan 1055 Maitland Center Commons Maitland, Florida 32751 (800) TIM PLAN SHAREHOLDER SERVICES The Timothy Plan c/o Gemini Fund Services, LLC 4020 S 147th Street, Suite 2 Omaha, Nebraska 68137 (800) 662-0201 Copyright © 2007 Timothy Partners, Ltd. - All rights reserved. The Timothy Plan name and logo are registered trademarks ® for the Timothy Plan, 1995. Timothy Plan® family of funds may be offered and sold only to U.S. investors, and the information on this website is intended only for such persons. The information on this website is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale may not lawfully be made. Past performance is no guarantee of future results. Yield, share price and investment return of mutual funds fluctuate such that an investor may receive more or less than original cost upon redemption. Mutual fund shares are not insured or guaranteed by the U.S. government.
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