An SEC Registered Investment Advisor with a focus on investments screened for Catholic values.
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 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.
We provide a feature-rich investing experience to our clients, at low cost!
Revocable Trust Accounts
SEP IRA’s, SIMPLE IRA’s
401(k) & IRA Rollovers
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!
Need Help? Call us at (888)710-9800, or email firstname.lastname@example.org
Recent Blog Posts
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? 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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 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 […]
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, 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.