Faith and reason

 

Our end goal is worthy stewardship.

Catholic investing is our DNA. Since our inception in 2005, we have aligned our clients’ investment portfolios with the USCCB Investment guidelines, and we have also followed the Vatican guidelines issued by Mensuram Bonam since they were published in 2022. Today we extend our screening to encompass traditional Catholic Social Teaching. Our screening processes promote Human Dignity, Family, Human Life and Care and Protection of Creation.

 

Our firm uses two third-party companies for faith-based screening.

Altum Faithful Investing provides practical, technological solutions for Catholic individuals and institutions throughout the world. Inspire Investing, the world's largest provider of faith-based ETFs, is our resource for meeting Biblically Responsible standards and identifying companies promoting positive social impact. Inspire Investing votes proxies for all holdings within their Inspire Fidelis ETF, which replicates our Fidelis 100 Index and is diligent in corporate engagement.

 

Our Fidelis 100 Index is Altum Gold Certified.

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