Catholic Investing, Socially Responsible Investing, Ethical Investing

Socially Responsible Investing

Proper stewardship of your finances means investing a portion so that it has the potential to grow and allow dioceses, parishes, and individuals to do even greater good.

But with many companies engaged in activities that do not serve Catholic values, how do you ensure that your investments are closely aligned with the vision of the Church as well as with the principles of Socially Responsible Investing (SRI)? Even the most informed investors may lack the time, diligence and methods to vet out these firms thoroughly.

Letting Your Values Guide Your Investments

Catholic Way connects your beliefs and values with your long-term goals by providing socially responsible investment options. We offer a network of financial advisors who are committed to upholding the values of the Catholic Church.

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