Since 1997, WELS Investment Funds has been faithfully providing investment portfolios to WELS and ELS ministries, helping them to achieve their ministry goals.
Currently, WELS Investment Funds manages more than $225 million for our synod and over 200 organizations, including congregations, area Lutheran high schools, and WELS-affiliated ministries.
“It’s another way we can support each other,” says Mr. Jim Holm, executive director of WELS Investment Funds. “By pooling our God-given resources, we can take advantage of lower cost, institutionally priced investment opportunities that are not available to smaller investment accounts.”
WELS Investment Funds has released the first video in a series to highlight the benefits to ministry when organizations partner with WELS Investment Funds.
“I recommend that ministries view the video and prayerfully consider WELS Investment Funds for their investment needs,” says Mr. Dennis Walters, chairman of the WELS Investment Funds board. “Our investment advisor and co-fiduciary, Vanguard, gives us access to the world’s premier index and active fund managers. Our goal is for all ministries to be aware of the services of WELS Investment Funds and be able to benefit from them.”
Mr. David Bartelt, vice president of the Kettle Moraine Lutheran High School Foundation in Jackson, Wis., knows those benefits firsthand. Since 2013, Kettle Moraine Lutheran (KML) has partnered with WELS Investment Funds, but that wasn’t always the case. Prior to 2013, the leadership at KML thought they should manage their investments themselves.
Looking back, Bartelt says, “We spent meeting upon meeting being money managers rather than ministry managers.” He wishes they would have entrusted their investments to WELS Investment Funds sooner. “What they have done for us is immeasurable. They help us focus more on ministry rather than managing money.”
If you would like to learn how WELS Investment Funds can help support your organization’s ministry goals, or for a free review of your current investment portfolio, contact Executive Director Jim Holm at email@example.com or 414-256-3206.