LCMS Foundation Investment Services provides congregations, schools, RSOs, seminaries and universities with the expertise to wisely invest their assets in a variety of market funds. With vision, these funds can grow to provide significant long-term funding sources, helping to ensure the future of a ministry for generations to come.
We can help you establish an investment portfolio for your ministry with clearly established benchmarks, ongoing monitoring and a risk and return strategy that aligns with your goals and preferences.
Essentially, we pool together the assets of hundreds of LCMS ministries to gain access to the type of highly-active, highly-attentive investment services usually only reserved for large companies.
We are a non-profit created by the Lutheran Church—Missouri Synod to be its dedicated planning and investing resource. As a non-profit, we’re able to offer the finest investment services available at a lower cost than most big commercial firms.
Our staff are veterans of some of the world’s best-known financial firms, banks and universities. They’re backed by NEPC, one of the world’s top investment advisers, and a seasoned team of 14 professional fund managers.
We bring the same resources and expertise as most commercial investment firms. Using NEPC as our investment advisor and 15 industry-leading fund managers, the Foundation stewards close to $1 billion in investments entrusted to us by nearly 500 LCMS ministries.
LCMS Foundation Investment Services adheres to eight core investment philosophies, including a strong belief in long-term planning and in the tremendous importance of asset allocation. Learn more about our philosophies by clicking below.
We offer a wide variety of options from simple investment accounts to establishing an endowment. From conservative, fixed income, to more aggressive, long-term equity strategies, we offer a range of investment services to match your ministry’s unique needs.
In today’s busy world with volatile markets, we appreciate the expertise and cost efficiency of the Foundation to manage the congregation’s investments. Partnering with the LCMS Foundation provides for not only the ministries of Immanuel, but for the ministries of the church at large.
Bob Wurl
Chairman, Immanuel Endowment Fund Committee
Hankinson, North Dakota
Our school was blessed with our first gift from a donor who wanted to start an endowed scholarship fund. The LCMS Foundation helped guide us through the process of creating an investment fund that reflected the donor’s wishes and provided an opportunity for future financial growth for our school. We were thankful to work with a trusted partner who understood the importance of incorporating our mission and vision in our financial planning.
Jen Pawlitz
Director of Mission Advancement, Christ Community Lutheran School
St. Louis, Missouri
Our partnership with the LCMS Foundation has been a tremendous blessing. In just a few years, we’ve identified more than $20 million in gifts planned for St. Peter and other Lutheran ministries.
Rev. Micah Greiner
Lead Pastor, St. Peter Lutheran Church
Arlington Heights, Illinois
Working with the LCMS Foundation has not only been stress-free but immensely beneficial for our congregation. We are thankful to have a partner in our investing that cares deeply about the proclamation of the Word of God, the administration of Christ’s sacraments, and the congregations of the Lutheran Church – Missouri Synod. The endowment we have started is meant to support these important things in Montana now and for future generations.
Rev. Ryan Wendt
Christ the King Evangelical Lutheran Church
Billings MT
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.