Affordable Investing with a Catholic Focus!
Quality Online Investments, Screened for Catholic Values at an Affordable Price
Online Professionally Managed Portfolios
InvestingCatholic’s Investment Advisory fee is only 0.35%
How It Works
To keep our fees low, we provide clients with online Investment Management, similar to a robo-advisor, but we aren’t robots! With us you know that your money is being invested according to Catholic Values and invested in Portfolios that are built upon Modern Portfolio Theory. This helps to reduce investment risk and maximize potential returns.
InvestingCatholic provides our clients with our pre-defined risk-based investment portfolios screened for Catholic Values. We assess your risk tolerance through a simple questionnaire during account setup and we recommend the investment that is best suited for you based upon your time horizon and ability to bear investment risk.
We manage our clients portfolios passively, we re-balance each portfolio on a Quarterly basis at the beginning of every calendar quarter to realign the investments held in each portfolio back to their intended targets. This helps to reduce overall risk within the portfolio.
We use technology to provide you with our services through our innovative custodian and broker-dealer, Folio Institutional. Folio provides a wealth of features to our clients which helps us to keep our costs low. One example of their features are commission free window trades.
Folio Institutional charges a flat fee for their services and their fee is billed per Client, not per Account, at just 0.25% annually, charged monthly for accounts with a combined asset balance of $40,000 or more. Clients with a combined asset balance that is less than $40,000 are charged a flat fee of $8.33 per month. These Folio Institutional brokerage fees are billed separately from our low InvestingCatholic advisory fee of only 0.35% of a Client’s combined assets.
Investments Without Compromise
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.