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
Catholic Values Indexed ETF Retirement Series
Catholic Values Indexed ETF Series
Our Portfolios

An SEC Registered Investment Advisor with a focus on investments screened for Catholic values.

Investment Strategies

We provide our clients with several options for investing in their Catholic values…

Catholic Values Indexed ETF Series

Investment models built using Indexed Exchange Traded Funds “ETF’s”. Each Portfolio “Folio” represents a global mix of stocks, U.S. treasuries and may also include municipal bonds. All Funds are screened carefully by our advisors to filter out investments inconsistent with the U.S. Bishops Investment Guidelines.

Knights of Columbus Funds Series

Investment models built using the Knights of Columbus institutional class mutual funds. Each Portfolio “Folio” represents a global mix of stocks, U.S. treasuries and corporate bonds. Funds are screened to filter out investments inconsistent with the U.S. Bishops Investment Guidelines.

Ave Maria Funds Series

Investment models built using the Ave Maria mutual funds. Each Portfolio “Folio” represents a global mix of stocks, U.S. treasuries and corporate bonds. Funds are screened according to Ave Maria’s Moral Screening process: Abortion, Embryonic stem cell research, corporate donations to Planned Parenthood, pornography.

We recommend a suitable investment portfolio to our clients based upon their risk profile and time horizon.

All Investments Screened For Catholic Values


The U.S. Conference of Catholic Bishops Guidelines calls for screening investments to exclude investing in companies that derive revenue from: Abortion, Contraception, Embryonic Stem Cell Research.

Dignity of the Human Person

The U.S. Conference of Catholic Bishops Guidelines calls for screening excludes investing in companies that derive revenue from: Pornography, Arms Production (Anti-personnel landmines, chemical and biological weapons), Racial and gender discrimination, or who engage in morally wrong business activities (predatory lending, etc…)

Ave Maria Funds Series

Ave Maria uses their proprietary moral screening process for screening investments according to Catholic Values. They carefully screen out the following: Abortion, Embryonic stem cell research, Corporate donations to Planned Parenthood, Pornography.


A Digital Advisor With a Catholic Perspective

Smart Investing For Catholics.

Affordable Online Investing Without Compromising Your Values.


All investments held with our known and trusted custodian, Folio Institutional.

Account Features

Catholic Values

Our advisors ensure that all investment strategies are screened according to Catholic values

No Minimums

We value all our clients regardless of amount they have to invest, we do not require a minimum amount to open an account

Affordable Advice

Our Investment Management fees are just 0.35% annually, among the lowest in the industry

Tax Loss Harvesting

We automatically harvest tax losses first. Clients may also choose targeted strategies, we help you using Folio’s patented Tax Football™. Harvest tax losses or tax gains to offset losses, or raise cash with no taxes

Safe & Secure

Our custodian believes in the security of our clients. Investments insured by SIPC, and cash deposits are insured by FDIC. Secure online account access with website SSL encryption, our custodian has you covered

Account Rebalancing

We rebalance all portfolios each quarter back to their original asset allocation. Over time the value of securities can vary, rebalancing your portfolio on a regular basis has been shown to improve returns over time

Automated Investing

You can set up scheduled monthly investments, this helps to ensure you are investing regularly

Performance Reporting

You can track your investment performance against a variety of market benchmarks and indexes

Online Transfers

You can request the transfer of most investments held at another custodian online in just minutes

We provide a feature-rich investing experience to our clients, at low cost!


Individual Accounts
Joint Accounts
Revocable Trust Accounts


Traditional IRA’s,
Roth IRA’s
401(k) & IRA Rollovers


Custodial Accounts
For Children


Business Accounts, Business Trust Accounts, Religious and Charitable Organizations

Investments Screened For Catholic Values

Smart Investing For Catholics.

Online, Anytime Access.

Getting Started Is Easy!

Setup Your Account Profile

Choose your account type, and fill out the easy account application

Investments and Risk Profile

Choose your investment strategy and complete the investor risk profile and we recommend a suitable portfolio based upon the results

Fund Your Account

Fund your account by linking a bank account, send a wire or check, or request an asset transfer from another custodian

tablet 1717178_1280Laptop InvestingCatholic

Need Help? Call us at (888)710-9800, or email

Recent Blog Posts

  • Catholic investing

    Overview of InvestingCatholic – Part 2

    In our previous blog post “Overview of InvestingCatholic – Part 1”   we learned that InvestingCatholic is a SEC Registered Investment Adviser who provides low cost investing in portfolios screened for Catholic values.  In this blog post, “Overview of InvestingCatholic – Part 2” we are going to take a deeper dive into the Catholic Values […]

  • Catholic Investing

    Overview of InvestingCatholic – Part 1

    What is InvestingCatholic? InvestingCatholic is an SEC Registered Investment Adviser, founded by Catholic Advisers specifically to address the investing needs of Catholics, and anyone who shares similar values. We are a fee-only fiduciary adviser with a focus on providing our clients with diversified investment model portfolios “Folios” that are screened for Catholic values. Our Advisers […]

  • Catholic Socially Responsible Investing

    Catholic Socially Responsible Investing Seminar on Sunday Oct. 8th 2017

    Not all investments are the same. The Church has guidelines that can help you arrange your investments in a moral and just way and that is in accord with our faith. St. Bruno Catholic Church in Whittier will host a seminar on Sunday, October 8th at 1pm in the Parish Office by investment counselors to […]

  • Money

    Christian Perspective on Money

    It is important that individuals and families in today’s society make an effort to take judicious care of their finances. Modern life is complex and there are so many strains on families and individuals in our current economic times. This is especially true as it comes to job security, the high cost of housing in […]

  • How Can My Investments Reflect Catholic Values?

    How Can My Investments Reflect Catholic Values?

    How Can My Investments Reflect Catholic Values? As followers of Christ, we are called to love God and our neighbor.  We are called to show our love for Christ’s teachings in all aspects of our lives and to make positive contributions to our society for the sake of our children and future generations.  This means […]

  • Catholic Socially Responsible Investing

    Aligning Our Financial Decisions with Our Catholic Values

    How Can My Investments Reflect Catholic Values? As Catholic families we are called to give what we can in regards to donations to the poor, to help support those in our society who have less. In addition, we often donate to organizations who work to promote the teachings of the Catholic faith through their works. […]

  • 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 […]

  • Catholic Investing

    Welcome to InvestingCatholic!

    InvestingCatholic is an SEC Registered Investment Adviser.  We are a fee-only fiduciary adviser with a focus on providing our clients with globally diversified, investment model portfolios screened for Catholic values. Our firm is run by Catholic financial advisers who are dedicated to their faith and are here to serve Catholics and anyone else who shares […]

  • Catholic Socially Responsible Investing

    Introduction to Catholic Socially Responsible Investing

    The Call To Faithful Stewardship As Catholic Christians we are called to be stewards of the gifts that God has given us.  In the Bible it states “As each one has received a gift, use it to serve one another as good stewards of God’s varied grace” (1 Peter 4:10). We can wisely use the […]

InvestingCatholic serves as an “Internet-Only” 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, 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
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.