Skip to main content
Home
  • Serving the Church
    • Serving the Church
    • Member Stories
      • Share Your Story
    • Workshops
      • Personal Finance
      • Congregational Finance
      • Retirement Planning
      • Planned Giving and Stewardship
    • Annual Conference
      • Fitness Challenge
      • Insight Sessions
    • District Conferences
    • Memorial Tribute
      • Guidelines
    • Ideals
    • About BBT
      • Board of Directors
      • Staff Directory
      • Employment
      • FAQs
      • Location
      • Annual Report
      • Benefit News
      • BBT Alert
  • Investments
    • Brethren Values Investing
      • Screening
      • Department of Defense lists
      • Positive Investment
      • Shareholder Action
    • Investment Managers
      • Separately Managed Funds
      • Mutual Funds
    • Investment Oversight
    • Investment Guidelines
    • Asset Management Performance Report
  • Pension
    • About Us
    • Retirement Readiness Resources
    • Church Workers' Assistance Plan
    • Performance Report
    • Calculators
    • Contribution Limits
    • Pension Forms
    • Pension Perspective Newsletter
    • Web portal
  • Asset Management
    • About Us
    • Client Portal
    • Investment Options
      • Brethren Foundation Funds Inc.
      • BFI Tactical Funds
    • Performance Report
    • Asset Management Forms
    • Investment Perspective Newsletter
  • Deferred Gifts
    • About Us
    • Deferred Gift Options
    • Development Directory
      • Camps
      • Colleges & Universities
      • Denominational Agencies
      • Districts
      • Fellowship of Brethren Homes
      • Other Agencies
    • Deferred Gift Forms
  • Insurance
    • About Us
    • Open Enrollment
      • Dental
      • Vision
      • Disability
      • Life
      • Rates
    • Medical
      • Summary of Benefits and Coverage (SBCs)
      • Summary of Plan Documents
    • Dental and Vision
    • Medicare Supplement
    • Life
    • Accident
    • Long-Term Care
    • Pet Insurance
    • Disability
    • Insurance Forms
    • FAQs
    • Well Now! Newsletter
    • QSEHRA (Healthcare Reimbursement)
    • Brethren FlexCare
  • Forms
    • Pension Forms
    • Asset Management Forms
    • Deferred Gift Forms
    • Other Forms
    • Insurance Forms
  • News & Media
  • Contact Us
  • Brethren Values Investing
  • Investment Managers
  • Investment Oversight
  • Investment Guidelines
  • Asset Management Performance Report

Investment Oversight

BBT provides extensive oversight of its investment program.

Investment Guidelines set forth the direction and framework of our program. These guidelines ensure sound investment strategies to maintain stability in all our funds, preserve capital, and grow assets, while being true to the ethical and socially responsible values of the Church of the Brethren. These guidelines are closely adhered to by our seven investment managers.

The Investment Committee, composed of BBT Board members, includes: 

  • Ron Gebhardtsbauer, clinical associate professor of actuarial science and faculty-in-charge of the Actuarial Science Program of Pennylvania State University's Smeal College of Business.
  • Eric Kabler, investment adviser, Kabler/Thoams Financial Group, Johnstown, Pa.
  • Thomas McCracken, vice president and financial adviser, RBC Wealth management, Dallastown, Pa.
  • Jerry Patterson, financial adviser, Valenstein & Patterson, Ashburn, Va.
  • Harry Rhodes, attorney, Rhodes, Butler & Dellinger, Roanoke, Va.

BBT's Chief Financial Officer works closely with the Investment Committee, staff colleagues, BBT’s Board of Directors, and BBT’s investment firms to ensure a quality program that complies with BBT’s Investment Guidelines.

This Site

  • Home
  • About BBT
  • Contact Us
  • Sitemap

The Denomination

  • Annual Conference
  • Bethany Seminary
  • Church of the Brethren
  • On Earth Peace

Your Account

  • Pension
  • Foundation
  • Insurance

Sign Up For Our Newsletter