Access the annual report, the most recent audited financials, and the latest investment policy statement.
If you have questions or would like additional information, please contact us at 877-888-8953 or [email protected]. We’re happy to help.
Opening a new account? Updating your existing account information? Or looking to make an addition to or redemption from your account?
You’ll find the forms you need below.
If you have questions or would like assistance, please contact us at 877-888-8953 or [email protected]. We’re happy to help.
Access detailed fact sheets for each WELS Fund, featuring historic returns, portfolio insights, fund weightings, and asset allocations, all in one convenient place.
Simply click the blue Download button to view, save, or print a WELS Fund Fact Sheet.
Would you like to receive quarterly updates and insights? E-mail [email protected] to join our mailing list and stay informed.
Please scroll to the bottom of the page to view or download our WELS Investment Funds videos. Each video is designed to give you helpful insights and keep you informed about your investments.
Overview videos
These two videos provide an introduction to WELS Investment Funds and show how we can be a strong partner in helping you achieve your ministry goals.
Quarterly update videos
Each quarter, our investors tune in to 30-minute webinars featuring our investment consultant from Mercer. These sessions include a market recap, an investment performance review for the WELS Funds, and Mercer’s outlook on market and economic trends. You’ll also hear a helpful Q&A covering current issues impacting the markets.
Want to receive an invitation for our quarterly updates? E-mail [email protected] or call 877-888-8953, and we’ll add you to the list.
Q&A videos
These videos feature answers to specific investment questions from our quarterly update webinars, so you can get quick, practical insights.
Market uncertainty videos
Short and informative, these videos offer guidance for responding during times of market uncertainty.
Questions?
Have questions or need assistance? Please reach out to [email protected] or 877-888-8953—we’re glad to help.