We offer a suite of faith-based investment solutions specifically designed for Catholic investors.
Our family of mutual funds offers investors a convenient option that fully leverages the Knights’ Catholic investment approach.
We offer the following fixed-income and equity strategies on a separate account basis. Custom, blended strategies are also available. Please contact us to discuss your specific needs.
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 services to help you stay on track with financial goals. Neither asset allocation nor diversification guarantees profit or protects against losses in declining markets.
Target Date Portfolios
For eligible employees in employer sponsored defined contribution retirement plans (e.g. 401(k) and 403(b) plans), we offer a simple solution that automatically reallocates each year to an age appropriate portfolio as you move toward retirement.
Have Investment Questions?
Please contact me for support and guidance.
SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Catholic Investor Funds. Check the background of SIDCO on BrokerCheck.
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