a

Why us?

InvestingCatholic is an SEC Registered Investment Adviser, founded by Catholic Advisers specifically to address the investing needs of Catholics, and anyone who shares our values. We are a fee-only fiduciary adviser with a focus on providing our clients with globally diversified, investment model portfolios “Folios” 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 an impact that reaches beyond ourselves out into our community and society to promote the common good of all.

Our advisers carefully screen all investments for Catholic values, as defined by the US Conference of Catholic Bishops (USCCB) Investment Guidelines. 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.

a

What We Do

InvestingCatholic provides our clients with self-directed, advised investment accounts through our chosen custodian, FolioFN Investments Inc. We accept all types of clients; individuals, families, charitable and religious organizations, and small businesses. 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 management fee based upon the percentage of assets under management, providing everyone the same access to invest (both small and large investors).

InvestingCatholic is registered with the SEC as an “Internet-Only” investment adviser pursuant to Section 203A-2(e) of the Advisers Act. Under this registration, we provide investment advice to our clients solely through our interactive website.

a

About Our Firm

InvestingCatholic, LLC is an SEC Registered Investment Adviser.  We are registered with the SEC as an “Internet Only” Adviser, which simply means that we provide our clients with investment advice exclusively through our website.  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 our moral beliefs, especially the belief in the protection of life from conception until natural death. We believe in the importance of socially responsible investing, especially when it comes for standing for the values that we believe in as Catholics. It is our hope that many Catholics and committed Christians will continue to take to the challenge to invest in ways that support their ethics and moral beliefs. We seek to promote Catholic Socially Responsible Investing, especially as defined by the USCCB Socially Responsible Investment Guidelines in our writings through blogs, articles and social media. Please follow us on social media and learn more about InvestingCatholic!

 

The InvestingCatholic Team

Michael Wilhelmi, MBA

Michael Wilhelmi, MBA

Michael Wilhelmi, MBA graduated from California State University at Fullerton with a MBA in Financial Management. In his early career he worked in the mutual fund industry. Michael has worked as a business analyst for the last two decades for a large global corporation. Michael is Co-Founder of InvestingCatholic, and he brings his expertise in mutual funds, financial management, internet applications, marketing, and social media to InvestingCatholic. He is a lifelong Catholic who enjoys helping Catholics to invest according to their moral beliefs through the US Bishops Socially Responsible Investment Guidelines.

Franz Staal, MSA

Franz Staal, MSA

Franz Staal, MSA graduated from Regis University with a Master’s of Science in Accounting. He has over fifteen years experience in financial services, including ten years with a local Investment Advisory firm in Southern California. As the Co-Founder of InvestingCatholic, Franz brings his background in the financial services industry to build the vision and foundation of InvestingCatholic. He is a lifelong Catholic and is excited about the opportunity to help other Catholics invest according their moral principles, especially as defined through the U.S. Bishops Socially Responsible Investment Guidelines.

a

 
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.