Planning for your financial future is a meaningful part of caring for your well-being over the course of your ministry or employment. This section offers an introduction to the investment approaches available through Wespath. We aim to help you understand your options, feel supported in your choices, and explore resources designed to meet you wherever you are in your savings journey.
Whether you prefer a simple, guided approach or enjoy taking a more active role in how your account is invested, Wespath provides tools that are designed to help you better understand your financial future while staying aligned with the values that matter to our community.
LifeStage Investment Management
Understanding Your Investment Options
Fund Information
LifeStage Investment Management
LifeStage Investment Management is Wespath’s automated program that manages your retirement investments for you. It automatically adjusts your investment portfolio based on your age and other factors, offering a simple and effective approach to long-term investing.
As one of the primary Wespath retirement investment approaches, LifeStage is designed for participants who want professional, hands-off management aligned with their time horizon and risk profile.
Understanding Your Investment Options
Explore different approaches to investing your retirement balances, whether through automated investing through LifeStage Investment Management or by choosing your own investment funds. Core principles like diversification, risk management, and long-term perspective can help you think about how your savings may grow over time.
Fund Information
The Fund Information page provides a deeper look into the funds offered by Wespath, including performance updates, values-based investing details, and complete fact sheets. It’s the place to go when you want more specific data or wish to compare fund characteristics.