A Range of Strategies
for Catholic Investors

We offer a suite of faith-based investment solutions specifically designed for Catholic investors.

Solution Description
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.