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We Adhere to Eight Key Philosophies

Our investment philosophies are the beliefs and principles that guide our decision-making process and give our investors a clear understanding of what they can expect when using the LCMS Foundation for investment services.

The LCMS Foundation has developed its investment philosophy in conjunction with our investment advisors. This philosophy is based upon a set of factors which have a widely accepted theoretical basis.

ico-phil-longtermLong-term

Investment objectives are achieved through prudent risk management.

 

ico-phil-activeActive and passive

Some markets are efficient while others are less so or inefficient. Investment strategies will reflect a mix of active and passive Investments.

 

ico-phil-assetAsset allocation

The most significant impact on investment results. The Foundation will focus the majority of its efforts on the development and maintenance of asset allocation strategies, which will optimally fulfill investment objectives.

 

ico-phil-timingNo market timing

It is very difficult to time market cycles. Investment strategies will predominantly focus on processes which do not incorporate market-timing activity.

 

ico-phil-revertReversion to mean

Capital markets are mean-reverting over long periods. Investment strategies will be long term in nature.

 

ico-phil-costsManage costs

Costs have a meaningful impact on returns. Investment strategies will favor cost effective approaches.

 

ico-phil-fundamentalsFundamentals

Valuation and analysis based upon fundamentals generally produce superior return/risk results.

 

ico-phil-performPerformance

The diversity of the Foundation’s clients calls for product offerings that favor consistent performance relative to market benchmarks.

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Ascribe to the Lord the glory due His name; bring an offering and come before Him; worship the Lord in holy array. 1 Chronicles 16:29
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Our Fee Structure

By collectively managing nearly $1 billion in investments, the Foundation receives favorable pricing to keep our expenses low. And as a non-profit, our fees are typically lower than most commercial firms.

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Compare Our Performance

The highly professional, low-cost investment option we offer LCMS ministries quite often outperforms funds managed by commercial companies. Click "Learn More," below to review our monthly, quarterly and annual returns.

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Frequently Asked Questions

If you’re still not sure if creating a ministry fund is right for your ministry, or if you specific questions about the investments and services offered by the LCMS Foundation, our FAQ page may address your questions or concerns.

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How can we help you today? If you are a current account holder or investor with a question, or if you're new to the LCMS Foundation and would like more information, we'd love to hear from you. Please use the "I have a question or comment about" drop-down field below to get your comment to the correct person or department faster.