Mission

In the most recently completed fiscal year Knights of Columbus contributed $185.0 million and 75.6 million service hours to charitable causes.

Knights of Columbus asset advisor consultant team

OUR FINANCIAL STRENGTH IS YOUR INVESTMENT FOUNDATION

Founded in 1882, the Knights of Columbus have seen multiple pandemics, world wars, euphoric stock market bubbles, and painful equity market crashes. Knights of Columbus Asset Advisors (KoCAA) and its predecessor organization – a division of Knights of Columbus – has invested through all of these challenges.  As a result of administrative success and strong historical investment results, our investment professionals have helped to earn the Knights of Columbus a Superior rating for financial strength from independent rating agencies Standard & Poor’s every year since 1991 (currently AA+).

Our over $25 billion investment portfolio is diversified across fixed income (bond), equity (stock), and alternative investments and is designed to meet a wide variety of short-term and long-term investment objectives. Investors with KoCAA gain access to the same time-tested investment team and fundamental strategies used by the Knights of Columbus to invest their own multi-billion portfolio.

Endorsing the guiding principles of Catholic Investment

YOU DON’T HAVE TO BE A KNIGHT TO INVEST

Ethical investing in the Catholic tradition is now available to investors everywhere. 

As a tax-exempt fraternal organization, Knights of Columbus’ investment expertise was historically available only for affiliated investors. However, with the launch of Knights of Columbus mutual funds in 2015, members and non-members alike now have the opportunity to access the experienced team that has been investing with a Catholic perspective since before the United States Conference of Catholic Bishops (USCCB) published its first guidelines on Catholic socially responsible investments in 1986.

 

Knights of Columbus volunteers clean the ocean

What Makes Us Different?

Alignment of interests with the World's largest Catholic Lay Organization.

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INSTITUTIONAL INVESTORS
DONOR-ADVISED FUNDS

ASSET ADVISORS

ASSET ADVISORS

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