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Investment Model

The investments of Lutheran Legacy Foundation are managed by Marks Group Wealth Management with research provided by Blackrock. In an advising role, Blackrock, utilizing its vast resources as the largest asset manager in the world, researches and provides allocation recommendations.  Marks Group is responsible for the final content of the portfolio by selecting the most appropriate investments from Blackrock’s allocation recommendations. Blackrock and Marks Group are independent of each other, allowing them to manage portfolios in an unbiased manner. The investments use a combination of exchange traded funds (passive investment), and mutual funds (active investment).  To capitalize on current trends the managers may concentrate a small portion in a specific sector(s). The goal of the Investment Model is to produce results in line with the benchmark.

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