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

  • Involved in abortion or production of contraceptives 

Johnson & Johnson

Pfizer

Merck

  • Embryonic stem cell research or fetal tissue research​

Thermo Fisher

Danaher

Agilent Technologies

  • Corporate giving to Planned Parenthood

Apple

Microsoft

Facebook

3M

Nike

Violate Human Dignity

Controversial Arms Production

  • Producers and distributors of  pornography

Google

Amazon

Verizon

  • Producers and distributors of marijuana

Canopy Growth

Aurora

Anheuser-Busch

  • Sweatshops or poor working conditions

  • Discriminate based on race or gender

  • Includes land mines and nuclear weapons​

Boeing

Lockheed Martin

Raytheon

  • Engaged in military contracts with oppressive regimes

Our framework for the investment process is grounded on the pillars of being:

Principled, Purposeful, and Prudent

 

Principled

Adhering to your moral and ethical principles is a two-step process: 

  1. Excluding investments that contradict those principles.

  2. Finding and including those that reinforce them.

We conduct rigorous screening of every investment to ensure the business they conduct aligns with your morals, and values.

Purposeful

We define success in investing by the degree to which you meet or exceed your financial goals.

Investing with purpose begins with knowing you, your goals, and developing a clear understanding of risk. Every investment must be suitable for you and move you closer to your goals.

 

Prudent

 

Our structured investment process begins with prudence: applying investment principles systematically to make wise decisions.

Risk management and a focus on quality are key to achieving consistent investment results that will help you reach your goals. 

Our framework for the investment process is grounded on the pillars of being:

Principled, Purposeful, and Prudent

 

Principled

Adhering to your moral and ethical principles is a two-step process: 

  1. Excluding investments that contradict those principles.

  2. Finding and including those that reinforce them.

We conduct rigorous screening of every investment to ensure the business they conduct aligns with your morals, and values.

Purposeful

We define success in investing by the degree to which you meet or exceed your financial goals.

Investing with purpose begins with knowing you, your goals, and developing a clear understanding of risk. Every investment must be suitable for you and move you closer to your goals.

 

Prudent

 

Our structured investment process begins with prudence: applying investment principles systematically to make wise decisions.

Risk management and a focus on quality are key to achieving consistent investment results that will help you reach your goals. 

Principle 2: Promote the Good

Find companies who are doing good things:

  • Pursue Economic Justice

    • Fair compensation for their workforce, and good working conditions

  • Environmental Stewardship

    • Companies who are mitigating or managing their pollutants responsibly

  • Corporate Responsibility

    • Companies who give back to the community, promote peace, protect and defend workers rights

  • Contribute to Human Flourishing

    • Find companies whose work improves our lives

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.

Our framework for the investment process is grounded on the pillars of being:

Principled, Purposeful, and Prudent

 

Principled

Adhering to your moral and ethical principles is a two-step process: 

  1. Excluding investments that contradict those principles.

  2. Finding and including those that reinforce them.

We conduct rigorous screening of every investment to ensure the business they conduct aligns with your morals, and values.

Purposeful

We define success in investing by the degree to which you meet or exceed your financial goals.

Investing with purpose begins with knowing you, your goals, and developing a clear understanding of risk. Every investment must be suitable for you and move you closer to your goals.

 

Prudent

 

Our structured investment process begins with prudence: applying investment principles systematically to make wise decisions.

Risk management and a focus on quality are key to achieving consistent investment results that will help you reach your goals. 

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