Tag Archive for: WIF

Second WELS Investment Funds video highlights ministry partnership

WELS Investment Funds is featuring its ministry partner Kettle Moraine Lutheran (KML), a WELS area Lutheran high school in Jackson, Wis., in its newest video.

Established in 1973, KML has been blessed by God with steady growth and increasing enrollment. In order to support that growth and provide more opportunities for ministry, the KML Foundation knew sound management of its investments was critical, because investments can provide a solid financial foundation to accomplish ministry goals.

So in 2013, the KML Foundation began entrusting its investments to WELS Investment Funds. “It was one of the best decisions we ever made,” says Mr. David Bartelt, vice president of the KML Foundation. “They have kept our funds secure and made us good stewards of God’s blessings.”

Bartelt and the KML Foundation value how WELS Investment Funds aligns so closely with KML’s ministry. Plus turning over the investment management to WELS Investment Funds allows the team at KML to focus on ministry, not on managing money.

Mr. Jim Holm, executive director of WELS Investment Funds, appreciates the opportunity to serve KML: “KML is one of several area Lutheran high schools that benefit from our cost-effective, professionally managed investment portfolios. 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.”

Holm continues, “As more WELS ministries, like the KML Foundation, invest in WELS Investment Funds, these cost benefits increase. It’s another way WELS ministries can support each other.”

Currently, WELS Investment Funds manages more than $240 million for WELS and over 200 WELS-affiliated organizations, including congregations, area Lutheran high schools like KML, and other ministries.

Bartelt appreciates how the partnership with WELS Investment Funds helps KML achieve its ministry goals. He concludes, “I am so happy that we have made that relationship with WELS Investment Funds. Going forward I would encourage anybody to do the same. They are a great partner for us.”

To see how WELS Investment Funds partners with the KML Foundation, view the second in a series of new WELS Investment Funds videos.

To learn how WELS Investment Funds can also be your strong partner in ministry, or for a free review of your organization’s current investment portfolio, contact Executive Director Jim Holm at [email protected] or 414-256-3206.




Print Friendly, PDF & Email