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Shareholder Advocacy

Through shareholder advocacy, we work to motivate corporate leaders to act in the best interests of shareholders (ELCA Retirement Plan members). We do this through proxy voting, dialogues, and shareholder resolutions.

You should carefully consider the target asset allocations, investment objectives, risks, charges, and expenses of any fund before investing in it. All funds, including funds managed by Portico Benefit Services, are subject to risk and uncertainty. Past performance cannot be used to predict future performance. Portico Benefit Services’ funds, including the ELCA funds and ELCA Participating Annuity Investment Fund, are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fund assets are invested in multiple sectors of the market. Some sectors, as well as the funds, may perform below expectations and lose money over short or extended periods. Review this ELCA Investment Fund Descriptions and the Investment Memorandum for the ELCA Participating Annuity Trust for more information about our funds. Additional information is available online at myPortico or by calling 800.352.2876.

Neither Portico Benefit Services nor its funds are subject to registration, regulation or reporting under the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940 or state securities laws. Members, therefore, will not be afforded the protections of those provisions of those laws and related regulations.

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Portico Customer Care Center

Phone 800.352.2876

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