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Investment Model

The investments of Lutheran Legacy Foundation are managed by Marks Group Wealth Management with research provided by Alpha Investment Consulting Group. In an advising role, Alpha Consulting researches and screens thousands of investments and synthesizes the results to Marks Group. The Marks Group is responsible for the final content of the portfolio. Both the manager and advisor are independent, allowing them to view investment products in an unbiased, fiduciary manner. The investment model uses a combination of index funds (passive investment), and mutual funds (active investment). The portfolio is diversified into several asset classes. To capitalize on current trends the managers may concentrate a small portion of the portfolio in a specific sector or sectors. The goal of the Investment Model is to produce results in keeping with the benchmark.

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