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 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.
InvestingCatholic provides our clients with self-directed, advised investment accounts. 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. InvestingCatholic is registered 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.