Our Guiding Principles

A Desire to Serve

Since its founding in 1882, the primary mission of the Knights of Columbus has been to protect families from the financial ruin caused by the death of the breadwinner. To that end, Knights of Columbus has helped families obtain economic security and stability through its life insurance, annuity and long-term care programs. In support of these programs is Knights of Columbus Asset Advisors — the Order’s investment team — managing over $25 billion in assets.

Knights of Columbus recognized a need in the marketplace for faith-based investment strategies for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. We believe that a Catholic firm committed to Catholic values can offer a more compelling solution for Catholic entities. Forming Knights of Columbus Asset Advisors to launch a suite of faith-based investment solutions seemed like a natural extension to Knights of Columbus overarching financial services program.

A Desire to Follow

Knights of Columbus assets are managed by Knights of Columbus Asset Advisors in accordance with Catholic moral screens. So too are the investment strategies we manage for Catholic investors. For example, with our family of mutual funds, we follow the investment policies of the United States Conference of Catholic Bishops (USCCB). There are six major themes included in these guidelines:

• Protecting human life
• Promoting human dignity
• Reducing arms production
• Pursuing economic justice
• Protecting the environment
• Encouraging corporate responsibility

For your reference, you will find a more detailed list of the guidelines on the USCCB website.

A Desire to Lead

When your organization does well, the Church does well. Therefore, we want to help clients like you pursue financial success by providing investment tools and guidance. We believe our innovative line-up of Catholic based investment strategies offers investors selection and value — no matter the size of the organization. And, on the investment side, we strive to produce solid performance results for our clients over time.