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Trust & Investment Services

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877-225-8345

Thrivent Financial Bank's Trust & Investment Services provides professional investment management and trust solutions to help you achieve financial security.

What is a Trust?

A trust is a relationship in which one person (the trustor) transfers assets to another person (the trustee), who manages those assets on behalf of a third person (the beneficiary).

Why Consider a Trust?

If you, as a trustor, have assets such as money and property that you wish to provide to a beneficiary, you may engage the services of a trustee, such as Thrivent Financial Bank, to help you get the most from the assets you wish to transfer.

Our Suite of Trust & Investment Services

Thrivent Financial Bank's Milestone Management SuiteTM offers you a wide range of investment management solutions for individual accounts and IRAs, including:

  • Milestone Managed Account and Milestone Advisory Account

    We provide discretionary asset management, acting as your investment advisor on either a fully managed or advisory basis depending on your personal needs, and provide you with:
    • Personalized service and regular review of your assets.
    • Asset allocation strategies for your specific financial goals.
    • Access to a full range of stocks, bonds, mutual funds and other investments.

With discretionary investment management from Thrivent Financial Bank Trust & Investment Services, you give us the authority to make investment decisions and execute changes to the account. We construct a portfolio that meets your risk guidelines and investment objectives, and use an asset allocation strategy designed to optimize returns while managing risk – thus relieving you of the responsibility of day-to-day investment decisions.

  • Milestone Custody Account

    We provide what you need to control and manage your investment, including:
    • Organized recordkeeping of all your account activities.
    • Tracking of cost basis and streamlining of your tax reporting.

Our Investment Philosophy

Today's dynamic market environment calls for a dynamic approach to investing that includes:

  • Proactive, multi-style asset allocation strategies – We actively manage a diverse blend of asset types and investment styles to help lessen your portfolio's volatility and improve its potential for long-term results.
  • Open-architecture portfolio design – We have access to a broad universe of investments and funds, and choose those options that we believe will best accomplish your specific financial goals.
  • Focus on expense minimization – High investment expenses create an unnecessary headwind against performance, reducing portfolio returns. We carefully screen investment selections to minimize expense wherever possible.

We employ these strategies via our process of Dynamic Portfolio Management with the goal of Return Optimization.

Dynamic Portfolio Management Process

Thrivent Financial Bank:
122 East College Avenue, Suite 1E
Appleton, WI 54911-5741 USA

Contact Us
866-226-5225

 
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Insurance products issued or offered by Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Bank products and trust services are offered through Thrivent Financial Bank (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, securities, investment advisory services, and trust and investment management accounts are not deposits, are not guaranteed by Thrivent Financial Bank, are not insured by the FDIC or any other federal government agency, and may go down in value.

Last updated: March 18, 2011

 

Asset Allocation

The process of investing predetermined portions of money in different types of assets to create a collection of assets with desired expected returns and expected risk characteristics.

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Thrivent Financial Bank as Estate Executor

We provide this service in all 50 states. By naming Thrivent Financial Bank in your estate planning documents, you place the responsibility of managing your estate with professionals who are experienced in these important duties. When you die, your family, local Thrivent representative or attorney will notify us of your death. We work with your attorney and your family to ensure the smooth and accurate disposition of your property and the execution of your final wishes, according to the terms of your will. To name Thrivent Financial Bank as executor of your estate, simply have your attorney name Thrivent Financial Bank as executor or personal representative in your will. We ask that you forward a copy of the document to us. No fee is charged until we begin serving as your executor.

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Cost Basis

The original price of an asset, used in determining capital gains.

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