Thrivent

Thrivent is a comprehensive financial services organization with a legacy spanning over 120 years, operating as a member-owned fraternal benefit society. The firm is dedicated to helping individuals build, grow, and protect their financial well-being through a range of purpose-based advice, investments, insurance, banking, and generosity programs. Thrivent emphasizes a philosophy that views money as a tool for making a positive impact, both personally and within communities, serving clients who share a common Christian bond while offering investment products to all people.

Founded in 1902, Thrivent originated from a collective effort where neighbors came together to provide mutual insurance. Over a century, it has evolved into a Fortune 500 company, recognized for its financial strength and ethical practices. The firm reinvests its profits back into the communities it serves, fostering generosity through various programs and mobilizing significant volunteer hours and donations from its clients and itself.

Thrivent offers a diverse array of financial products and services, including financial planning, free money coaching, dedicated planning services, managed accounts programs, trust services, banking solutions (including Thrivent Bank and Church Loans), and a wide range of investment vehicles such as annuities, mutual funds, and actively managed ETFs. The firm also provides various insurance products, including life, disability income, and long-term care. Thrivent Private Investments is a dedicated investor in the private equity asset class, focusing on lower middle market and middle market opportunities through fund and equity co-investment platforms.

The firm's investment approach is characterized by strategic asset allocation, active management by seasoned professionals, and a commitment to long-term investing. Thrivent Asset Management, a subsidiary, manages mutual funds and managed portfolios, employing extensive quantitative and qualitative research. Their portfolios are broadly diversified across asset classes, geographies, and investing styles, with holdings in major public companies like NVIDIA, Microsoft, Amazon, Apple, and Meta, reflecting a focus on technology and other growth sectors.