The LCMS Foundation is privileged to work with both individuals and organizations seeking to be good stewards of God's gifts. We provide services in various capacities for individuals, congregations, colleges, seminaries, and other related service organizations of the Lutheran Church—Missouri Synod.
The Foundation's investment philosophy is based on a set of factors that have a widely accepted theoretical basis.
Specific portfolio objectives will determine the appropriate investment mix to meet the underlying needs of each account. Thus, prudent risk taking is justifiable.
The Foundation manages a wide variety of accounts with differing investment objectives. Several different investment funds have been established to provide a wide array of investment opportunities that can meet the needs of various investment goals.
A hierarchy of the investment options return verses risk characteristics is depicted in this chart.
The Foundation updates the fund performance on a monthly basis in addition to providing both quarterly and annual performance reports that have been prepared by our consultants, Wilshire Associates.
These performance numbers are net of custodial and investment management fees only and do not reflect the underlying account fees charged to manage your Foundation account.
All Foundation investments are managed by outside investment management firms.
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Definitions of various financial terms used within the Investment section of our web site have been provided for clarification purposes.
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