Heritage Investment Services Fund
Last verified from 4 pages on the fund's website
Overview
For investors
Not an offer to sell or a solicitation. Offers are made only through the fund's offering circular and only in states where authorized. Investments are generally not FDIC or SIPC insured.
- 2 1/2 Year Note Term notesFor: individuals and organizations (penalty may apply for early withdrawal; $500 minimum)
- Term Notes Term notesFor: individuals and organizations (fixed rate set at issuance; terms from 6 months to 5 years; $100,000 minimum for Jumbo, $500 otherwise)
- Demand Notes Demand notesFor: individuals and organizations (variable rate; 30 days notice before any rate decrease)
- Self-directed Roth and Traditional IRAs IRA accountsFor: individuals (self-directed; custodian is a third party)
- Offered only by offering circular
- States that investments are not FDIC insured
- States that investments are not SIPC protected
Before you invest: ask the fund for its current offering circular, confirm the offering is available in your state, and read the risk factors.
For churches and ministries
- Church loans Church loansFor: churches and organizations (construction, renovation, refinance, expansion, property purchase; AG churches and church-based ministries)
Contacts
Listed as published on the fund's website on . We do not guess or derive contact details.
Department and general contacts
- Investor services Phone: 866-219-0820 Email: invest@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
- Lending Phone: 866-219-0820 Email: loans@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
- General Phone: 866-219-0820 Email: email@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
People
Staff
- John Bongiorno, Loan Consultant Phone: 417-848-0786 Email: jbongiorno@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
- Don Champion, Loan Consultant Phone: 952-686-3818 Email: dchampion@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
- Bucky Deleasa, Loan Consultant Phone: 973-975-7008 Email: bdeleasa@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
- Dr. Randall Rogers, Loan Consultant Phone: 919-631-9483 Email: rrogers@hisfund.comPer hisfund.com (opens hisfund.com in a new tab), verified
Sources
Every detail above was read on the fund's own website on the date shown. Rates are not published in this directory; see the fund for current rates.
- hisfund.com/ (opens hisfund.com in a new tab)Supports: Website, Headquarters, Who may invest, State availability, Minimum investment, General phone and Disclosures. Verified .
- hisfund.com/loans/ (opens hisfund.com in a new tab)Supports: Denomination, Lending programs, Who may borrow and How to apply. Verified .
- hisfund.com/investments/ (opens hisfund.com in a new tab)Supports: Notes and accounts and Offering circular. Verified .
- hisfund.com/individual/ (opens hisfund.com in a new tab)Supports: How to invest. Verified .
Other Assemblies of God funds
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Important information
CEF Core publishes this directory for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security, and it is not investment, legal, tax, or lending advice. We are not an offeror of securities, a broker-dealer, or an investment adviser. Details come from each fund's own public pages. We have not independently verified them, and they may be incomplete or out of date. A listing is not an endorsement, rating, or recommendation, and listings appear in alphabetical order. Church extension fund notes are generally not FDIC or NCUA insured, and offerings may be available only in certain states and to certain investors. Confirm all details with the fund and read its current offering circular before you invest or apply.
Directory information only; not an offer or advice.
CEF Core sells software to church extension funds. Our relationship with a fund does not affect whether or where it appears in this directory, and listings are alphabetical.