Thrivent Faith-Based Managed Portfolios
Growth for accumulation
These portfolios, built by Thrivent Asset Management, LLC are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values. They are fully diversified and are focused on asset accumulation. They are designed for a range of risk tolerances, to help you continue meeting your financial goals as they evolve over time.
Key points
Integrate finances with faith
The models are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values, such as those associated with gambling, adult entertainment, abortion and the manufacturing or distribution of alcohol and tobacco products.
Christian asset management firms
Thrivent Asset Management, LLC (TAM) has constructed portfolios that include products from several Christian asset management firms that approach investing from a faith-based perspective. Each of these firms is responsible for determining and implementing its own screening process. This collection of asset managers creates a unique combination of investment expertise and experience to help people invest with purpose.
Strategic & tactical allocations
TAM conducts extensive quantitative research to build long-term strategic models calibrated for multiple risk levels. Senior leadership meets regularly to discuss and determine tactical allocations based on current and expected market conditions as well as macroeconomic factors, technical indicators and fundamental data.
Resources
What is a values-based approach?
TAM selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. In general, TAM selects products it believes do not invest in companies such as those associated with gambling, adult entertainment, abortion and the manufacturing or distribution of alcohol or tobacco products.
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Investing involves risk, including the possible loss of principal. The prospectus and summary prospectus for the securities within the model portfolios contain more complete information on the investment objectives, risks, charges, expenses and other information of the fund, which investors should read and carefully consider before investing. To obtain prospectuses and summary prospectuses, contact your Regional Investment Consultant or call 800-521-5308.
Thrivent Asset Management, LLC’s role is providing sponsors of managed accounts with non-discretionary investment advice in the form of model portfolios. The implementation of or reliance on a model portfolio is at the discretion of the managed account sponsor. Thrivent Asset Management, LLC is not providing personalized investment advice or investment recommendations and will not make any representations about the suitability of a model portfolio for any investor. The information provided is also not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation. Thrivent Managed Accounts information is intended for use only by third-party adviser firms in conjunction with their management of their clients’ accounts. The information about the Thrivent Managed Accounts is confidential and should not be disclosed, copied or used for any other purpose. Thrivent Asset Management, LLC does not have investment discretion over, or place trade orders for any portfolio derived from this information.
Thrivent Managed Accounts may include Thrivent Mutual Funds. Thrivent Asset Management, LLC, an SEC-registered investment adviser, serves as investment adviser and administrator to the Thrivent Mutual Funds and receives fees for its services as disclosed in the applicable prospectuses and Statement of Additional Information. Thrivent Managed Accounts may include Thrivent Mutual Funds managed by Thrivent Asset Management, LLC, which may create a conflict of interest. Thrivent and its subsidiaries may earn distribution and other fees, including 12b-1 fees, in connection with Thrivent Mutual Funds. At this time, Thrivent Asset Management does not receive any direct fees for the provision of model portfolios, although it could receive such fees if negotiated with the program sponsor. For more information about potential conflicts of interest, read the Thrivent Asset Management, LLC Form ADV – Part 2 Brochure. The distributor for Thrivent Mutual Funds is Thrivent Distributors, LLC, a registered broker-dealer and member FINRA. Thrivent Distributors, LLC and Thrivent Asset Management, LLC are subsidiaries of Thrivent, the marketing name for Thrivent Financial for Lutherans.
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