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Advisor Information for TPDAX

Fund Inception11/04/2009
Name of IssuerTimothy Plan
Fund Advisor(s)Timothy Partners Ltd
Sub-Advisor(s)CoreCommodity Management, LLC
Barrow Hanley Mewhinney & Strauss LLC
ChiltonCapital Management

Fund Managers for TPDAX

J. Scott McDonald
Portfolio Manager since 11/04/2009
Mr. McDonald joined BHMS in 1995. He was appointed Co-Head of Fixed Income, along with Mark Luchsinger, in 2017. Mr. McDonald also serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his 30-year investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University.
Arthur Ally
Portfolio Manager since 11/04/2009
Ally is President and Chairman of the Trust, as well as President and 75% shareholder of Covenant Funds. Ally founded and has provided his services to the Timothy Plan continuously since 1994, drawing from over forty years’ experience in the investment industry as an employee of Prudential Bache, Shearson Lehman Brothers and Investment Management & Research.
Adam De Chiara
Portfolio Manager since 09/27/2011
Adam De Chiara is a Co-Founder of CoreCommodity Management, LLC and the Portfolio Manager of the CoreCommodity Programs. In 2003, Mr. De Chiara co-founded the commodity asset management group at Jefferies, which became independent as CoreCommodity in 2013. Prior to Jefferies, Mr. De Chiara founded and headed the commodity index group at AIG Trading Group, where he designed and launched the Dow Jones-AIG Commodity Index (now the Bloomberg Commodity Index). Mr. De Chiara began his commodity career in 1991 at Goldman Sachs where he was responsible for trading the Goldman Sachs Commodity Index (“GSCI”). Prior to Goldman, Mr. De Chiara practiced law at Sullivan & Cromwell in New York. Mr. De Chiara received a B.A. magna cum laude from Harvard University and a J.D. with honors from Harvard Law School.
Bruce Garrison
Portfolio Manager since 10/01/2020
Bruce G. Garrison, CFA: Bruce manages public equity REIT portfolios for clients at Chilton. Prior to Chilton, he served as a Director in the Investments Group at Salient Partners, compiling a 13 year track record managing REIT portfolios. Bruce began his career as a REIT analyst in 1972 with Morgan Guaranty Trust in New York. His career on the sell side culminated in him becoming Managing Director with a leading investment bank in New York, where he participated in over $4 billion of financings (primarily equity) involving REITs. In 1993 and 1994, he was voted Institutional Investor All American for REIT Research, first and second, respectively, and won the Realty Stock Review All-Star Analyst Award in 1992, 1993, and 1994. Bruce is a member and former governor of the National Association of Real Estate Investment Trusts (NAREIT). Bruce received his B.B.A. and M.B.A. from the University of Texas at Austin. Bruce is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Houston.
Matthew Werner
Portfolio Manager since 10/01/2020
Matthew R. Werner, CFA: Mr. Werner is an analyst and portfolio manager for the firm’s REIT strategy. Prior to joining Chilton in 2011, he served as Associate in the Investments Group at Salient Partners. Mr. Werner has a B.S. (Honors) from Boston College, Carroll School of Management. He is a CFA charter holder and member of the CFA Institute and the CFA Society of Houston and a member of the National Association of Real Estate Investment Trusts (NAREIT).
Matthew Routh
Portfolio Manager since 12/31/2022
Mr. Routh joined BHMS in 2013. He is an analyst in credit research, focusing on investment grade credits in the non-corporate sector, including sovereigns, foreign agencies, and taxable municipals, such as Build America bonds. His responsibilities also include quantitative portfolio analysis using the BHMS relative return model, portfolio analytics, and risk management systems. Mr. Routh began his investment career in 2008 at Callan Associates, where he worked in fixed income research. He is a member of the CFA Institute. Mr. Routh earned a BA in Economics from the University of Texas and an MA in Economics from the University of California, Santa Barbara.
Justin Martin
Portfolio Manager since 12/31/2022
Mr. Martin joined Barrow Hanley in 2004 and has served as a credit analyst in fixed income since 2009. Prior to his work as a credit analyst, Mr. Martin’s work at the firm included market and index research and portfolio analysis. Mr. Martin earned a BBA in Finance from Southern Methodist University. He is a CFA charterholder.
Greg Ally
Portfolio Manager since 02/01/2025
Brian Mumbert
Portfolio Manager since 02/01/2025