Investments Screened For Catholic Values
Built Upon Modern Portfolio Theory
Risk-Based Model Portfolios
Investments Based on Financial Science
Investments That Meet Your Needs
Diversified Portfolios Built By Catholic Advisers
Pro-Life and Pro-Family Investments
No Required Minimum Investment
Our Fees Are Affordable
Easy Online Account Setup And Anytime Access 24/7
Portfolios Built From Quality Mutual Funds
Ave Maria Mutual Fund Series
Screened For Catholic Values
Portfolios Built From Quality Indexed ETF's
And Other Leading Funds
iShares
SPDR
Catholic Values Indexed ETF Retirement Series
Catholic Values Indexed ETF Series
Our Portfolios
 

Why Us?

InvestingCatholic offers our clients a feature-rich investing experience, at low cost!

Catholic Values Investments
Investments meet USCCB Socially Responsible Investment Guidelines

No Trading Fees
Commission free window trades
Goals-Based Investing
Setup custom investment goals, each in it’s own account
Account Protection
Investments Insured by SIPC
Automatic Investments
Setup scheduled deposits, the way that works for you!
No Investment Minimums
Start your investment with any amount, no minimums at all

Affordable Management Fees
We keep our fees affordable, for all clients
Globally Diversified Portfolios
Carefully constructed models built by Catholic Advisers
Catholic Values ETF Models
Low Cost Indexed ETFs screened for Catholic Values
Automatic Quarterly Rebalancing
We rebalance our models each Quarter back to their intended targets

Recent Blog Posts

  • Catholic Investing

    Are your investments violating your moral beliefs?

    Do you know if your investments are violating your moral beliefs?  What are some of the values that Catholics seek to implement in their own home and in society? Standing up for the protection of human life Many Catholics are very conscientious about trying to live out their faith each day and to integrate it into […]

  • credit card debt

    Buried In Credit Card Debt?

    Being in debt is never fun, even when it is so called “good debt”. The reason is because when we have debt, we know that we owe money which we are currently unable to pay.  Therefore, we are not really financially free.  A mortgage can be considered “good debt”. However, we are now talking about the […]

  • 10 Steps To Building A Budget

    10 Steps To Building A Budget

    In our last blog, we discussed the Steps To Build Financial Health in which we talked about putting our financial house in order. One important step toward improving our family’s financial health is to build a budget. Taking the time to sit down and prepare a monthly budget is positive step we can take to […]

  • Steps to Build Good Financial Health

    Steps to Build Good Financial Health

    Today many people are looking for simple ways to build good financial health for themselves and their families.  In this blog post we discuss some practical and simple steps to help you to get to your goal of obtaining good financial health. Have Realistic Financial Plans “Wealth won quickly dwindles away, but gathered little by […]

  • Catholic Values Investing

    A New Way To Invest In Catholic Values

    An Investment Adviser focused on Catholic Values InvestingCatholic was founded by Catholic advisers in order to provide our clients with a new way to invest according to their Catholic Values. We provide Investment Management services to clients online through our custodian, Folio Investments Inc. With InvestingCatholic, our clients can open accounts online with no minimum […]

 
InvestingCatholic, LLC is an SEC Registered Investment Adviser pursuant to Section 203A-2(e) of the Advisers Act. Under this registration, InvestingCatholic provides its investment advice to clients solely through its interactive website. Our website, www.investingcatholic.com is limited to providing general information pertaining to InvestingCatholic, LLC’s advisory services, and is intended to serve our clients and prospective clients for general informational purposes only and does not constitute investment or tax advice. Our website should not be construed by any consumer and/or prospective client as InvestingCatholic’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. InvestingCatholic may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about InvestingCatholic is also available on the SEC’s website at www.adviserinfo.sec.gov.
Risk Disclosure: Past performance does not guarantee future results. There are no absolute guarantees in investing. Before investing, consider your investment objectives and all applicable fees and expenses. See full disclosures for more information.
This website is operated and maintained by InvestingCatholic, LLC, an SEC Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.