Our Commitment Remains: A Message to Our Clients

Dear Valued Clients,

I hope you, your families and loved ones are doing well in this trying time.

As a client or investor of Knights of Columbus (K of C) and its subsidiary Knights of Columbus Asset Advisors (KoCAA), you chose an organization that has endured challenging and unforeseen events over its 138 years of existence. Coronavirus is not the first pandemic that the Knights of Columbus has faced. In the late nineteenth century, and again in 1918, the Knights remained strong and active despite such situations. Together, we will do so again this time around.

Providing financial protection and peace of mind is what we strive to do, and we are fully functional with staff working remotely without incident and ready to serve. In today's volatile environment, we remain steadfast in our commitment to protect and support your financial health.

If you have any questions or would simply like to talk, please reach out to your usual KoCAA point of contact or one of our relationship executives below:

David T. Calzolano
203-285-5950 (mobile)

Thom Duffy
203-215-1740 (mobile)

Paul McMahon
203-500-3673 (mobile)

Joseph D. Novak
203-843-2727 (mobile)

Alternatively, you may also email or call us toll-free at 1-844-523-8637.

Our number one priority is the safety and wellbeing of our clients, employees, partners, and communities. We would also like to encourage you to pray the Knights of Columbus novena based on the prayer of Pope Francis, as well as a prayer from the United States Conference of Catholic Bishops.

Thank you once again for placing your trust in Knights of Columbus Asset Advisors.

May God bless you and keep you and your loved ones healthy and safe.


Anthony Minopoli

President and Chief Investment Officer, Knights of Columbus Asset Advisors

This communication is provided by Knights of Columbus Asset Advisors, LLC (“KoCAA”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.

KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. KoCAA serves as the investment advisor to each of the Catholic Investor Funds. The Catholic Investor Funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Dr, Oaks, PA 19456), which is not affiliated with Knights of Columbus Asset Advisors or any of its affiliates. For further information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at Knights of Columbus Asset Advisors, LLC, is a wholly-owned subsidiary of Knights of Columbus, the world’s largest Catholic Lay Organization.

Have Investment Questions?

Please contact me for support and guidance.

Joseph Novak
Investment Associate
(203) 800-4868

SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Knights of Columbus Funds. Check the background of SIDCO on BrokerCheck.

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