For Catholic investors looking for a comprehensive solution, we offer model portfolios with allocations to our screened strategies for diversification and USCCB compliance. Our portfolio team will help you select the model portfolio that is most appropriate for your institution’s needs and will provide ongoing asset allocation services to help you stay on track with financial goals. Neither asset allocation nor diversification guarantees profit or protects against losses in declining markets.

For eligible employees in employer sponsored defined contribution retirement plans (e.g. 401(k) and 403(b) plans), we offer a simple solution that automatically reallocates each year to an age appropriate portfolio as you move toward retirement.