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WELS Investment Funds Quarterly Update
Please join us on Wednesday, October 26th from 12:00-12:30 p.m. (CT) for the live WELS Investment Funds Quarterly Update. The 30-minute webinar will feature Bill Burns, CFA, senior investment consultant for Vanguard Institutional Advisory Services, as he delivers a quarterly market recap, an investment performance review for the WELS Funds, and Vanguard’s market and economic outlook.

The webinar will also include a live Q&A section with Bill Burns and WELS Investment Funds Executive Director Jim Holm. Questions may be submitted prior to the webinar to jim.holm@wels.net.

For more than 20 years, WELS Investment Funds has faithfully provided investment portfolios for WELS and Evangelical Lutheran Synod ministries, and we invite you to learn more about the services we provide.


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James A. Holm, CFP®
Executive Director @WELS Investment Funds
James A. Holm, CFP®, is the executive director of WELS Investment Funds and WELS Foundation. He serves as the primary representative to WELS and Evangelical Lutheran Synod ministries.
William J. Burns, CFA
Senior Investment Consultant @Vanguard
William J. Burns, CFA, is a senior investment consultant at Vanguard Institutional Advisory Services® (VIAS™). His responsibilities include providing asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research for endowment and foundation portfolios.