Thrivent Financial


Total Votes: 3  
Interest: 60

608-547-6514
288b Matterhorn Trail
Nekoosa, 54457

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Investment Management

Helping your organization achieve its financial goals – today and in the future.

Whether you're responsible for managing an endowment, foundation or an investment portfolio, we can help. Thrivent Trust Company provides administrative services so you don't feel the drain on your resources. Put the focus back on your organization's future.

You have access to a dedicated team consisting of your Thrivent Financial representative, trust officer, and investment officer. Your team will work with you to:

  • Assist with administrative demands that come with managing investments for institutions.
  • Provide a robust reporting package to your board and investment committee.
  • Create a customized account that complies with your organization’s investment policy statement.
  • Offer guidance about investment policies.
  • Institutional Solutions FAQs

SERVICES WE PROVIDE

  • Investment management using sophisticated asset allocation strategies that match your institution’s philosophy and investment policy.
  • Ongoing market analysis and portfolio adjustments.
  • Administrative services, including bill paying, sub-accounting and more.
  • Institutional FAQs

Click Here to Learn More

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Thrivent Financial
288b Matterhorn Trail Nekoosa, WI 54457
Phone: 608-547-6514
Thrivent is a not-for-profit financial services organization that helps Christians on the Wise With Money Journey.