Catholic Investing, Socially Responsible Investing, Ethical Investing

Socially Responsible Investments for Individuals

Portfolios and mutual funds to help meet the needs of practicing Catholics

When you think about values and finances, one fact is illuminated: when both are aligned, the potential to make a difference is enormous. Working with a Catholic Way Investments financial advisor can help you make appropriate financial decisions that affect your parish community today – and our world tomorrow.

Our advisors will consider your overall financial situation and work with you to identify investment opportunities that meet both your financial needs and your moral criteria.

You can exercise ethical and social stewardship in your investment strategies. Let us show you how.

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