Catholic Investing, Socially Responsible Investing, Ethical Investing

What We Do

Catholic Way Investments offers portfolios designed to meet the needs of Church organizations, charities, foundations, and practicing Catholics nationwide.

We work closely with bishops, pastors, diocesan and parish finance councils, and other advisors to ensure goals are clearly understood, and special requirements and provisions are honored.

Our Services

To all institutions and individuals we serve, we offer:

  • Fiduciary management of investment activities, relieving pastors, finance councils, and other decision makers of that civil responsibility.
  • Written Investment Policy Statements to guide all investment decision-making and communications.
  • Periodic reviews and rebalancing to keep your individual portfolios aligned with stated objectives and guidelines, and unaffected by style drift and personnel changes.
  • Performance reporting, including quarterly manager and market commentaries.
  • Cash flow management strategies to help manage any tax exposure.
  • Online access to all account information, including performance reports, monthly statements, transaction histories, current holdings, and fees structures.
  • Regular webcasts, investment presentations, and other educational services designed to keep you and your affiliates well-informed.

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