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Investment Services
Investment Services
How do you want to manage your assets? By establishing a relationship
with Thrivent Financial Bank, you have choices that help you
design the program that fits the way you live. It's not only
about preserving your financial legacy. It's about functioning
in your day-to-day life. Through our Trust and Investment
Management department, you can direct your investments, pay
bills, have access to customized investment management services,
and use the expertise of our trust advisers to help you achieve
the financial goals you have set for yourself.
IRA
Rollovers - Trust and Investment Services offer the following service options for your IRA and IRA rollovers:
- Ongoing management of your portfolio on a fully managed or advisory basis.
- 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.
- Record keeping of all your account activities.
Investment
Management
accounts that provide you with professional money management
suitable to your individual objectives and dedicated to your
best interests.
Investment
Advisory
services for professional financial advice to help you attain
your financial goals.
Custody (self-directed)
accounts that help simplify your financial paperwork and provide access to many value-added services while you make all the investment decisions.
Endowment
and Foundation
accounts that provide income to and for the use of churches
and other charitable organizations. These accounts may be
established for a specific purpose, such as scholarships,
or may provide general support for current and future needs
of the specified charity or charities.
Fiduciary Agent or Custodian
The client is someone who is already serving as a trustee of a trust, personal representative/executor of an estate, attorney-in-fact/power of attorney, or court-appointed guardian or conservator of someone's finances. When permitted by local law, they hire the Trust and Investment Management department of Thrivent Financial Bank to assist them with some of their duties.
For more
information, please E-mail us at bank@thrivent.com
or call toll-free at (877) 225-8345.
Trust Call Center hours are:
8
a.m. to 5 p.m. Monday - Friday
(all times are Central time)
Checking, savings and certificate of deposit accounts offered by Thrivent Financial Bank are obligations of Thrivent Financial Bank and are federally insured to $100,000 by the Federal Deposit Insurance Corporation (FDIC).
The other products referred to in this site are not deposits, are not Federal Deposit Insurance Corporation (FDIC) insured, are not insured by any federal governmental agency, are not guaranteed by Thrivent Financial Bank, and may go down in value.
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