Diocesan Investment Trust
Financial Information from the Diocese of Los Angeles
The Episcopal Diocese of Los Angeles Diocesan Investment Trust (DIT) was created in 1949 as a valuable service offered to diocesan congregations and institutions. It has been used over time to relieve local churches and church affiliates of the burden and worry of oversight of monies which need to last and grow over time for the church’s purposes.
Approximately 150 shareholders representing a variety of churches and church institutions are invested in the DIT. The account size ranges from hundreds to millions of dollars. Transactions in or out are restricted to the end of each calendar month.
If you are a current shareholder and want to log in to your account or view recent performance reports, contact Liam J. Dundon at: firstname.lastname@example.org.
Other inquiries, including requests for enrollment, may be directed to Canon Gail Urquidi in the diocesan finance office, email@example.com.
The DIT offers two investment options:
- The DIT Monthly Money Market Fund, for shorter-term investment needs.
- The Diocesan Investment Trust Long-Term Diversified Fund.
(Further content on this page is currently in development.)