The Blue Lodge Investment Program

Tailored Professional Advice for Your Lodge Funds

The Blue Lodge Investment Program is ACTIVE And AVAILABLE!

The Grand Lodge of Pennsylvania is pleased to partner with Allegheny Investments to provide your blue lodge with the opportunity to receive professional financial advice through the Blue Lodge Investment Program (BLIP). This optional program was created and designed to assist trustees in fulfilling their fiduciary responsibilities to their blue lodge.

THE PROGRAM FEATURES:
• Separate accounts for lodge funds
• Low annual fee of 0.45% (minimum fee of $250)
• No minimum account balance
• Seven pre-designed model portfolios matched to risk tolerances (including a cash/short-term option for short-term cash needs, such as capital expenditures)
• Investment guidance from a dedicated team of investment professionals
• Online account access with downloadable statements which provide all information
necessary to complete the trustees’ reports required for the annual lodge audit

In order to obtain deeply discounted fees for blue lodges, Grand Lodge funded the program with $35 million from the Grand Lodge Consolidated Fund. The purpose of the program is to help officers and trustees be good stewards of their lodge funds. The Grand Lodge does not receive any fees or other consideration in connection with the participation of blue lodges in the program.

To explore the program, please contact:

Bryan D. Hoover, CFP®
(412) 407-5170
bhoover@alleghenyinvestments.com

Testimonials

Enrolling in the BLIP was one of the best fiduciary decisions our lodge made regarding management of our Trustee Funds. We are not financial experts, and it was a struggle
to manage the funds, but with the Blue Lodge Investment Program, it became a rather simple and straightforward process.

Brother Rick Mayer, P.M., Saucon Lodge No. 469

Any questions or concerns we had were answered and handled in a timely and efficient manner.

Brother Jeff Malinowski, P.M., Corry Lodge No. 365

The BLIP has created efficiency by streamlining the process for us. We have the convenience of making investment decisions based on the lodge’s goals of growth, income, etc. As a financial planner, there is no better way than to have a diverse and actively managed portfolio that will give us the benefit of current market conditions, and most importantly to me, at a  minimal cost, which over time, can make a dramatic difference.

Brother John P. Sellani, P.M., Newtown Lodge No. 427