Catholic Investing, Socially Responsible Investing, Ethical Investing

Eligibility

Financial advisors eligible to partner with Catholic Way Investments will:

  • be affiliated with National Planning Corporation
  • be fully licensed and registered per state guidelines
  • have a demonstrable history of successful investing for clients
  • be committed to socially and morally responsible investing strategies
  • have in-depth knowledge of the Catholic Church, its mission and values
  • have existing relationships or the ability to build relationships within the Catholic Church at the diocese, parish, or church level
  • have the ability to work closely with clients, analyze their overall financial picture, and help them make investment decisions that meet their unique needs

If you meet the criteria above and are interested in learning more about working with Catholic Way Investments, please reach out to us. We can help you decide if our firm is the right partner for you.

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