Model Portfolios

For Catholic investors looking for a comprehensive solution, we offer model portfolios with allocations to our screened strategies for diversification and USCCB compliance. Our portfolio team will help you select the model portfolio that is most appropriate for your institution’s needs and will provide ongoing asset allocation and rebalancing services to help you stay on track with financial goals.

Neither asset allocation nor diversification guarantees profit or protects against losses in declining markets.

Model Portfolios