A Range of Strategies
for Catholic Investors
We offer a suite of faith-based investment solutions specifically designed for Catholic investors.
|Mutual Funds||We serve as investment advisor to six Catholic Investor Funds, including a selection of fixed-income and equity funds. These funds comply with Catholic investment guidelines.|
|Separate Account Strategies||For investors looking for custom screening of a portfolio, any of our fixed-income or equity strategies may be managed on a separate account basis. Please call for minimum investment criteria.|