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Charitable Organizations

Effective Investment Management For Charitable Organizations

When it comes to managing and investing a charitable organization’s investments, Lutheran Financial Services has the experience and professionalism to provide the appropriate guidance and asset management solutions.

We can provide your organization with a systematic approach for goal setting, a variety of customized investment solutions, a written Investment Policy Statement, access to best-in-class institutional money managers, and ongoing performance evaluation.

Our investment process can provide your organization’s assets with an investment portfolio that is tailored to the objectives, risk tolerance and time horizon set forth by your organization. It can also address a variety of requirements presented by your role as fiduciary of the nonprofit’s assets.

We offer a highly strategic approach to investment management that provides access and diversification while also integrating sophisticated risk management throughout the process. We work hard to ensure that your investment program is aligned with your specific mission and goals, and we understand the unique demands you face as a charitable organization.

This includes:

  • Full custody of assets
  • Institutional portfolio construction and investment management
  • Diversified portfolio approach with multiple managers and asset classes
  • Customized asset allocation
  • Tailored Statements of Investment Policy
  • Quarterly Manager and Market Commentaries

We are committed to assisting Lutheran charities in designing development programs that will provide a solid financial foundation for God’s work in the future.