Managed Accounts

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Managed accounts are financial portfolios that you own, but they're managed by an investment professional (your Thrivent financial advisor or another designated portfolio manager). Managed account portfolio managers are required to act in your best interest. They may buy and sell assets within the managed account as long as—depending on the type of managed account you select—you approve those decisions, or they're guided by your goals.

Managed accounts can be a good fit for individuals and families who prefer to have their investments monitored and managed by experienced financial professionals. Managed accounts might not appeal to people who prefer a DIY approach to investing.
  • Our approach
Financial advisor insight

Your Thrivent financial advisor assesses your overall investment strategy, helps you understand how managed accounts might help you reach your goals, and provides information about your available options.

Purposeful investing

At Thrivent, we understand that your rate of return may be only part of the equation. We help you find managed accounts that align with all your priorities—and reflect your most closely held values.

Options to compare

Thrivent offers a variety of managed account programs to choose from. So, you can select one that fits your unique needs and carries a level of financial risk that you’re comfortable taking on.

Factors to consider

As you decide which managed account program to choose, we help you compare details of all our offerings. We encourage you to consider many factors, including: Fee structure, Asset mix, How involved you’d be in portfolio adjustments and How you’d receive interest, dividends and potential capital gains

How we help

hrivent clients have access to a variety of managed account programs. Some of these programs offer managed accounts built with a model portfolio of assets, chosen to suit a particular type of investor or investment goal. Look for a managed accounts program that suits your needs and investing style.

Working with your Thrivent financial advisor, you build a portfolio using a variety of investments. Your financial advisor offers ongoing guidance and recommendations—but you make the final decisions on all investments in the managed account.
You work with your Thrivent financial advisor to develop an asset allocation strategy or model portfolio. Then your financial advisor conducts transactions in the managed account—which may involve adjusting the strategy or model portfolio, if considered appropriate.
These portfolios, built by Thrivent Asset Management, are designed for a range of investment styles, to help you continue meeting your financial goals as they evolve over time. Options include tax-deferred or tax-sensitive investments.
These portfolios, built by Thrivent Asset Management, offer two distribution options. One model distributes all interest, dividends and capital gains to clients at intervals they choose. The other automatically reinvests all income back into the account.
200+
Dedicated industry experts around the globe
2,700+
Managed Accounts engagements over the past decade

Client results

Explore our success stories to see how we have helped businesses like yours overcome challenges and achieve tangible results.

How a Medical Device Maker Transformed Its Pricing Capability
Contract renewals were often late and typically failed to include price escalation.
A Healthcare Payer Sets Its Own Long-Term Health Strategy
Healthcare Payer was an integrated health system operating in the Eastern part of the US (before US healthcare reform).
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Business Strategy Development

Craft effective strategies to drive competitiveness and achieve business objectives.

Process Optimization

Streamline operations and improve efficiency to maximize productivity and reduce costs.

Market Research and Analysis

Gain valuable insights into your target market, competitors, and customer needs.

Change Management

Navigate organizational change smoothly and ensure successful implementation.

Technology Solutions

Our partners with leading technology providers to guide our clients through the implementation process.

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