Client Education

Know Your Investments and the Market

Our clients receive monthly account statements and quarterly consolidated rate-of-return reports. We also schedule annual reviews of individual portfolios to ensure that you understand and agree with our approach.

We send out newsletters and insights to educate you on investments, markets, and the economy. And we are always happy to answer your questions about an investment to help you understand its role in your portfolio.

Click here to ask us a question.

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Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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