



Investment Principles
Catholic
Principle 1: Do No Harm
Completely avoid companies engaged in (or profit from) any immoral or evil activity:

Violate the Sanctity of
Human Life
Violate the Sanctity of
Human Life
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Involved in abortion or production of contraceptives
Johnson & Johnson
Pfizer
Merck
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Embryonic stem cell research or fetal tissue research
Thermo Fisher
Danaher
Agilent Technologies
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Corporate giving to Planned Parenthood
Apple
Microsoft
3M
Nike

Violate Human Dignity

Controversial Arms Production
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Producers and distributors of pornography
Amazon
Verizon
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Producers and distributors of marijuana
Canopy Growth
Aurora
Anheuser-Busch
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Sweatshops or poor working conditions
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Discriminate based on race or gender
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Includes land mines and nuclear weapons
Boeing
Lockheed Martin
Raytheon
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Engaged in military contracts with oppressive regimes

Principle 2: Promote the Good
Find companies who are doing good things:
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Pursue Economic Justice
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Fair compensation for their workforce, and good working conditions
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Environmental Stewardship
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Companies who are mitigating or managing their pollutants responsibly
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Corporate Responsibility
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Companies who give back to the community, promote peace, protect and defend workers rights
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Contribute to Human Flourishing
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Find companies whose work improves our lives
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Principle 3: Prudence as a Guiding Virtue
Investing is more about managing risks than returns.
Prudent financial advice takes all factors into account, and should be
a custom fit for each investor.
Have a plan, stay disciplined, be informed, and be a
good steward of your money.