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.

 

Investments Without Compromise

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.

 

 
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.