Catholic Investing, Socially Responsible Investing, Ethical Investing

Socially Responsible Financial Advisors

Invest without compromising your values.

Every Catholic Way financial advisor is screened to be sure their values and principles make them a good fit for our network. Only those advisors with a proven dedication to supporting the Church’s mission are selected to work with Catholic Way.

All of our financial professionals are also affiliated with National Planning Corporation. Our representatives offer sound financial advice and provide investment strategies which take your entire financial picture into consideration.

Are you a financial professional interested in acting as a representative for Catholic Way Investments? Visit our For Advisors page to learn more about partnering with us.

 

Check the background of our investment professionals on FINRA's BrokerCheck.    

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