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Retirement > Products & Solutions > Trust and Investment Services
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Trust and Investment Services  
  Thrivent Financial Bank provides valuable retirement lifestyle services.   white space Man fishing
 
   

Through the bank’s Trust and Investment Services, you have access to investment strategies that focus on your:

  • Income needs
  • Risk tolerance
  • Long-term goals
  • Return requirements


How you’ll benefit
We act as your investment manager to provide:

  • Ongoing management of your retirement assets.
  • 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
  • Access to account options such as bill paying, medical claim management and a direct deposit income stream into your personal checking account.


When to consider
Talk to your Thrivent Financial representative about Thrivent Financial Bank’s Trust and Investment Services when you want to:

  • Use an investment manager who will periodically review your assets and proactively make adjustments to your portfolio so you don’t have to.
  • Use suitable investments without being limited to certain investments or certain funds.
  • Have investments that seek to outperform the market with less-than-market volatility.
  • Give us an opportunity to optimize your portfolio returns by minimizing investment related expenses.


Take the next step
Contact a Thrivent Financial representative today.
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Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
 

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
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Thrivent Financial for Lutherans, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, May 17, 2007 at 12:13 PM