Investment Information

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Download the annual report, the most recent audited financials, and the investment policy statement.

Please contact us at 877-888-8953 or [email protected] for assistance or more information.

Account Forms

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Opening a new account? Need to update your existing account information? Looking to make an addition to or redemption from an existing account? Download helpful forms below.

Please contact us at 877-888-8953 or [email protected] for assistance or more information.

Fund Fact Sheets

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Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds. Click on the blue “download” buttons below to view, download, and print each Fund Fact sheet.

If you would like to be added to our e-mail list to receive the Fund Fact sheets quarterly, please contact us at [email protected].

Videos

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Please scroll to the bottom of the page to view or download our WELS Investment Funds videos.

Overview videos
These two videos provide an overview of WELS Investment Funds and show how we can be your strong partner to help you achieve your ministry goals.

Quarterly webinar videos
Each quarter, our investors tune into our 30-minute webinars that feature our investment consultants from Vanguard as they deliver a quarterly market recap, an investment performance review for the WELS Funds, and Vanguard’s market and economic outlook. The webinars also include an informative Q&A featuring current issues impacting the markets.

Want to be added to the list to register for our quarterly updates? Contact us at [email protected] or 877-888-8953.

Q&A videos
These videos feature specific investment questions that are answered during our quarterly update webinars.

Market uncertainty videos
These brief videos offer helpful information for our investors regarding how to respond during times of market uncertainty.

  • Responding to market uncertainty (full video with Parts 1-3)
  • Part 1: The effects of market volatility on endowment portfolios
  • Part 2: Revisiting your asset allocations during market downturns
  • Part 3: Responding to rising inflation

Questions? Contact us at [email protected] of 877-888-8953.