Diocesan
Investment Trust
Financial Information from the Diocese of Los Angeles
Opening and Maintaining an Account

Shares of the Diocesan Investment Trust (DIT) are available to the churches and institutions of the Diocese of Los Angeles.

 

Two simple steps are required to open an account.

 

First, the Vestry, Bishop's Committee, or Board of Directors of a parish or institution adopts a Resolution Authorizing the establishment of a DIT Account. This resolution, upon its adoption and completion, becomes the account’s signature card. To download the resolution, please click here. Second, fund your account by completing the purchase form and sending a check made out to the Diocesan Investment Trust. For a Purchase / Redeem form, please click here.

 

Over time, your officers and those persons authorized to purchase and redeem shares will change. To maintain an account, adopt the resolution again and have the complete list of signatories sign. To download the resolution, please click here.

 

More questions about how accounts are opened and maintained? Please contact NRS care of Paul Schaetzl, Assistant Vice President, at pschaetzl@nrstpa.com or 781.970.5051.

 

 

DIT Home   Current Share Price   Historic Share Price   FAQ   Share Valuation 
 Open an Account   Access an Account   Purchase Shares