Managed Accounts

Managed Accounts

Managed accounts are financial portfolios that you own, but they're managed by an investment professional.

Managed accounts can be a good fit for individuals and families who prefer to have their investments monitored and managed by experienced financial professionals. For more information, see managed accounts (

This investment advisory service allows you to receive ongoing investment advice and services for assets held within a managed account. Includes access to: 

Discretionary or nondiscretionary asset management 

Model portfolios, which may include: 

  • Stocks 
  • Bonds 
  • Mutual funds 
  • Exchange-traded funds (ETFs) 

Investing involves risks, including the possible loss of principal. The product and summary prospectuses for applicable securities (including mutual funds held in an account) and the Thrivent Investment Management Inc. Managed Accounts Program Brochure (Form ADV Part 2A) contain information on investment objectives, risks, charges and expenses, which investors should read carefully and consider before investing. Available from a Thrivent financial advisor, at or call 800-847-4836. 

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or FINRA’s BrokerCheck for more information about our financial advisors. 

Thrivent Investment Management Inc. is the sponsoring investment adviser of the Managed Accounts Program offered through Envestnet Asset Management Inc., a third-party provider of investment management services. Security transactions are handled by National Financial Services LLC, a Fidelity Investments® Company, registered broker/dealer, and member New York Stock Exchange and SIPC. National Financial Services, Investment Asset Management and Thrivent Investment Management Inc. are not affiliated. In all programs except the Thrivent Advisor Guided Program, your Thrivent financial advisor does not have discretionary trading authority. 

For more information, visit