Royals Investment Fund

Meet your Royals Investment Fund 2024-2025 Marketing Team! The Marketing Team is dedicated to building the RIF’s brand and expanding its reach this year. The Marketing team is made up of Daniel Herzog, Luca Lombardi, Caitlyn Wrzesien, Symone Harms, and Carter Johnson.

Introducing this year's Risk and Operations Team! The Risk & Ops team ensures the accuracy of data for the RIF, assembles reports, and aids the research team with any portfolio changes. The Risk & Ops team is made up of David Erickson, Anna Olson, Josie Harms, Grace Solberg, and Derek Fromm.

Introducing your 2024-2025 Royals Investment Fund Research Team! Led by Jovani Perez Sanchez and Andrew Wright, the Research Team is the biggest team in the Fund! They are dedicated to discovering insights and shaping strategies that fuel the Fund’s success. The members of the Research Team include Austin Magnuson, Noah Schmit, Joel Mekelburg, Dylan Highum, Austin Schulte, Spencer Kring, Noah Richards, Emmalee T., Collin Asplin, Dahlia Sandberg, and Jack Brown.

Meet your 2024-2025 Leadership Team! We are proud to introduce the passionate minds guiding us to success this year! Gabe Pearson (COO) and David Price (CIO) oversee daily operations and lead investment strategies. Josie Harms leads the Risk and Operations team, Caitlyn Wrzesien leads the Marketing team, and Jovani Perez Sanchez and Andrew Wright lead the Research team. Each team has many exciting projects they have been working diligently on. Stay tuned for more in the coming weeks!

We are very excited to kick off the 2024-2025 school year in the Royals Investment Fund! The fund’s three teams: Research, Risk & Operations, and Marketing, are working hard to analyze market trends, manage investment risks, and promote our brand, ensuring we make informed decisions and reach our goals for the year. Research? The research team is committed to achieving several key objectives this year. To facilitate a smooth transition for new leaders and analysts, operational processes will be standardized. Additionally, the portfolio modification approach, a project initiated last year, will be refined to ensure ongoing evaluation of the holdings against the watchlist and potential new investments. To enhance transparency in decision-making, open communication between leadership and analysts will be fostered. Finally, insightful reports will be produced to inform the security selection process by analyzing company earnings, economic factors, and industry trends. Risk and Operations The Risk & Operations department serves many purposes in the Royals Investment Fund. From an operational standpoint, the team ensures the accuracy of data regarding positions and assembles monthly reports that are distributed to investors. From a risk perspective, the analysts calculate and monitor various metrics to ensure adherence to the prospectus and alignment with historical figures. This department is also in charge of aiding the research team through modeling the impact of security purchases and sales on the portfolio. Marketing? The Royal Investment Fund’s Marketing team is dedicated to building the brand and expanding its reach this year. Engaging content will be created across social media accounts on Instagram and LinkedIn, the fund’s website will be updated, and financial education will be shared with the audience. The goal is to increase awareness, attract new investors, and keep the community updated on the fund’s progress and achievements. Stay tuned for exciting updates!

We are so thankful for our partnership with Thrivent and for the lasting impact on student's lives! We were thrilled to visit and for the time of learning and networking. Thank you again, Thrivent for making these opportunities happen!

We're excited to announce the release of our first-ever annual report! We review a detailed overview of our investment journey, including strategic insights, performance metrics and our story. Get ready to dive deep into the numbers and see how we've navigated the markets and our faith journey with investing.

The Leadership Team of 2023-2024! J.T. Oliver - Director of Research, David Morton - Director of Research, Reese Thompson - Chief Investment Officer, Esther Nelson - Assistant Director, Emmalee Tollerud - Director of Marketing, & Jacob McCullough - Director of Risk & Operations

The Marketing Team facilitates communication externally. They are responsible for all Royals Investment Fund social media platforms! The team strategizes to promote the fund as an excellent opportunity for students and to highlight aspects of the fund. They showcase it as an opportunity with a lasting impact!

The Risk and Operations Team is responsible for communication with our investors and making sure they are informed with Monthly summaries. They also are in charge of managing risk for our portfolio through different ratios and benchmarks. They are constantly monitoring our holdings to see if it is a beneficial time to sell or change the makeup of our funds.