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Facebook Instagram Vimeo Youtube Flickr Rss Mail WELS.net WELS App Resource Center Find a Church/School Contact Us Advanced Search WELS.NET WELS RESOURCE CENTER MINISTRY Adult Discipleship Campus Ministry Christian AidRelief Congregational Counseling Evangelism Lutheran Schools Ministerial Education Missions Multi-Language Productions Special Ministries Worship Women’s Ministry Youth and Family Ministry SUPPORT SERVICES Communication Services Human Resources Ministry of Christian Giving Synod Administration Technology Translation WELS Church Extension Fund WELS Foundation WELS Investment Funds WELS Benefit Plans COMMUNITY EVENTS Submit Events WELS INVESTMENT FUNDS RESOURCES Account Forms and Investment Information Fund Fact Sheets ABOUT WELS INVESTMENT FUNDS Information on WELS.net SearchWELS RESOURCE CENTER WELS INVESTMENT FUNDS Get the latest resources from WELS Investment Funds, Inc. WELS INVESTMENT FUNDS ON WELS.NET Learn about how WELS Investment Funds manages investment portfolios to aid ministry. INVESTMENT INFORMATION Download the annual report, the most recent audited financials, and the investment policy statement. ACCOUNT FORMS Download the forms needed for new or existing accounts. FUND FACT SHEETS Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds. About The mission of WELS Investment Funds is to strengthen and enhance the ministry of WELS and WELS-affiliated organizations by providing professionally managed investment portfolios. MANAGEMENT The day-to-day affairs of WELS Investment Funds are carried out by its officers and other WELS employees. For administrative convenience, efficiency, and cost effectiveness, WELS Investment Funds leases its personnel from WELS. WELS also provides services relating to the processing of transactions, preparing investor account statements, and the preparation of corporate financial statements. BOARD OVERSIGHT The board of directors of WELS Investment Funds is responsible for the operation of WELS Investment Funds, including the engagement of investment consultants. Directors serve four-year terms and are appointed by the WELS Synodical Council. INVESTMENT OVERSIGHT The board has retained Mercer as the investment consultant for WELS Investment Funds. As a co-fiduciary, the investment consultant assists the board in implementing WELS Investment Funds investment policies by focusing on three primary factors: risk through asset allocation and diversification, selection of quality investment managers, and investment-related costs. FINANCIAL OVERSIGHT WELS has established an Accounting Oversight Committee responsible for assisting management in establishing and maintaining appropriate accounting policies and internal controls, including the engagement of an independent external auditor to conduct annual audits of the financial statements. Resources WELS Investment Funds Annual Report Read our latest annual report to see the many ways that WELS Investment Funds can be your strong partner in ministry. Investment Information Download the annual report, the most recent audited financials, and the investment policy statement. Account Forms Download the custodial agreement, custodial account worksheet, and the transaction/direct deposit form. FUND FACT SHEETS Fund Fact sheets for downloading and sharing. Investment Cost Comparison Calculator Easily compare the costs of two different investment portfolios to see the potential long-term cost savings. Videos View videos about the benefits of WELS Investment Funds, our quarterly updates, and issues impacting the investment markets. WELS RESOURCES Discover resources from other WELS ministries. ARCHIVED RESOURCES Find archived resources from WELS Investment Funds. CONTACT US Contact WELS Investment Funds with questions about WELS Funds. Advanced Search Pages Advanced Search Results Archived Resources Homepage New Downloads Investment Information 2.55 MB Learn More Account Forms 2.55 MB Learn More Fund Fact Sheets 631.39 KB Learn More Videos 68.96 KB Learn More MENU Home About WELS NewsMedia Serving You Serving Others Resource Center Giving ABOUT What We Believe Who We Are History Statement of Beliefs Official Reports Areas of Ministry Other Sites HELP Donate Now Privacy Policy Technology Help Press Kit Careers ArchivesVisitor Center MapDirections Contact Us SOCIAL Facebook Twitter Instagram Vimeo YouTube RSS WELS Center for Mission and Ministry N16W23377 Stone Ridge Drive Waukesha, WI 53188 Contact Us Hours: Monday-Friday 8:00 a.m.-4:30 p.m. Phone: 414-256-3200 © 2024 Wisconsin Evangelical Lutheran Synod. All Rights Reserved. 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