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 understand the importance and the moral responsibility that we have as Catholics to invest according to our moral values and beliefs. Investing in a responsible manner has a positive impact that reaches beyond ourselves and out into our community and society in order to promote the common good of all.

Our advisers carefully screen all investments for Catholic values. The Church teaches that we are called to further God’s kingdom and to witness to our faith in the world. The Second Vatican Council taught that “the laity are called in a special way to make the Church present and operative in those places and circumstances where only through them can it become the salt of the earth. Thus every layman, in virtue of the very gifts bestowed upon him, is at the same time a witness and a living instrument of the mission of the Church itself ‘according to the measure of Christ’s bestowal’”. (Lumen Gentium, #33) We are all called to be “salt of the earth” and this should resonate in all of our decisions, including how and where we invest our financial resources. Investing according to our Catholic conscience is the way we can incorporate our faith in our financial life.

What Does InvestingCatholic do for its clients?

InvestingCatholic provides its clients with self-directed, advised online investment accounts and portfolios through our chosen custodian, Folio Institutional. We accept all types of clients; individuals, families, charitable and religious organizations, and small businesses.  We offer IRA accounts including Roth IRAs, Traditional IRAs, SIMPLE IRAs, and SEP IRAs.  At InvestingCatholic we believe that all Catholics, regardless of the size of their investment portfolio should have access to sound investments that are consistent with their Catholic values. We do not require a minimum investment amount, and we charge a low asset based management fee of only 0.35% the amount of assets under management, providing both small and large investors the same access to invest.  For more details on our low investment management fees please see our Pricing page.

More to come in our next blog post “Overview of InvestingCatholic – Part 2”