Catholic Investing, Socially Responsible Investing, Ethical Investing

Catholic Institutions

Let your financial endeavors be governed by socially responsible investment principles.

Catholic Way understands the unique challenges you face in coordinating and administering the financial resources of a Catholic institution, whether it be a diocese, parish, school, or other entity. With these needs in mind, we created a consolidated approach to the fiduciary service needs of Catholic institutions.

Our financial services are designed to...

    • Alleviate the need for time-consuming attention to stewardship issues
    • Embrace the broader moral concerns of stewardship with Socially Responsible Investing portfolios
    • Work towards appropriate use of financial assets with advice from knowledgeable fiduciary advisor

To streamline your accounting processes and increase your institution's accountability, transparency and internal controls, our investment services are integrated with CathoNet's Parish Data Management System.

Ready to contact Catholic Way Investments? Use our online contact form to begin a conversation about your financial needs and priorities.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Catholic Way Investments, Dimensional Fund Advisors, Loring Ward, CathoNet and NPC are separate and unrelated companies. Investments in the Portfolio Program involve investment risk, including possible loss of principal amount invested. Investment return and principal value may fluctuate so that the investment, when redeemed, may be worth more or less than the original investment.

Certain statements contained within are forward looking statements including, but not limited to, statements that are predications of or indicate future events, trends, plans or objectives. Undue reliance should not be placed on such statements because, by their nature, they are subject to known and unknown risks and uncertainties.

CATHOLIC WAY INVESTMENTS      945 Beaver Dam Road      Stratford, CT 06614      Tel: (203) 386.8977