What Questions Should You Be Asking Your Financial Advisor

When it comes to your investment portfolio, are you asking the right questions of your financial advisor? Many people don’t think about their investments in terms of their faith, but faith-based investing can be a powerful tool for growth.
At Aquinas Wealth Advisors, we believe that Catholic moral teaching provides a strong foundation for building wealth. In this blog post, we’ll share four key questions to ask your financial advisor to ensure that your investments are aligning with your faith. Contact us with any questions that you have about our firm or process!

What Is the Investment Philosophy of the Firm?
The first question that we always recommend our clients ask their financial advisors is about the firm’s investment philosophy. Aquinas Wealth Advisors is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history.

What Experience Does the Team Have In Managing Portfolios Like Mine?

A second critical question to ask your financial advisor is about the team’s experience in managing portfolios like yours. Our team has decades of experience in wealth management, and we’re confident that we can provide you with competitive returns.

What Is the Track Record of the Firm’s Investment Performance?

A third key question to ask your financial advisor is about the investment performance of the firm. Our track record speaks for itself — we have a proven track record of success in faith-based investing.

How Does the Firm Integrate Catholic Values Into Its Investment Decision-Making?

Finally, we believe that it’s crucial to ask your financial advisor how the firm integrates Catholic values into its investment decision-making. As a faith-based firm, we strive for nothing less than congruence with Catholic moral teaching.

If you’re looking for a financial advisor who will help you grow your wealth in a way that is consistent with your faith, we invite you to learn more about Aquinas Wealth Advisors. Contact us today with any questions you have or to schedule a consultation!

Chris McMahon A Recipient of Pittsburgh Smart 50 Awards

Aquinas Wealth Advisors President and CEO, Chris McMahon, was recently recognized as a recipient of Smart Business’s Pittsburgh Smart 50 Awards 2022. Smart Business recognized the top executives of the 50 smartest companies in the Greater Pittsburgh region for their ability to effectively build and lead successful organizations. Congratulations to Chris and all other finalists! Check out the full list here

The Pittsburgh Smart 50 Awards recognize the top executives of the 50 smartest companies in the Greater Pittsburgh region for their ability to effectively build and lead successful organizations.  Eligible Smart 50 nominees must be a top executive of an organization with a physical office in the Greater Pittsburgh region.  Additionally, three organizations will receive specialty awards for Innovation, Impact and Sustainability.

Chris McMahon Featured in Barron’s

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Barron’s to discuss crypto’s terrible, horrible, no good, very bad year. McMahon shares that “A lot of companies fell away after the dot-com bubble burst. But it turned out there was underlying value there. For most people, ETFs are the way to go for crypto exposure; the coins themselves are too expensive,” says McMahon. To read the full article, please visit: https://bit.ly/3hq3GMU    

Cryptocurrency is a digital representation of value that functions as a medium of exchange, a unit of account, or a store of value, but it does not have legal tender status. Cryptocurrencies are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not generally backed or supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies. Cryptocurrencies are not covered by either FDIC or SIPC insurance. Legislative and regulatory changes or actions at the state, federal, or international level may adversely affect the use, transfer, exchange, and value of cryptocurrency.

Purchasing cryptocurrencies comes with a number of risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, cryptocurrency markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

    

Chris McMahon Featured in Financial Advisor Magazine

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisor Magazine to discuss how business-owning clients might be in IRS cross hairs. McMahon shared that “several areas that have been overlooked by the [IRS] is the complex matter of transfer pricing,” he says. “Often the IRS has come to rely most exclusively on the transfer pricing studies that [companies] have drafted by their CPA firms. The IRS is going to dig in now to see if their modeling is correct.” To read the full article, please visit: https://bit.ly/3Ed97Z3

How To Fit Catholic Values Into Your Investments

If you’re a Catholic investor, you may be looking for ways to align your investment portfolio with your faith-based values. Here at Aquinas Wealth Advisors, we empower Catholics to align their faith and their finances. Here are a few tips on how to do just that, and if you’d like to get started, find out your Faith & Finance Score or get in touch with one of our investment advisors!

What Is Faith-Based Investing?

Faith-based investing is an investment strategy that takes into account religious or moral values in addition to financial return. For Catholics, this may mean avoiding companies that produce or sell products that conflict with Church teachings. It can also mean investing in companies that have a positive social impact, such as those that support Catholic education or charitable causes.

Talk to Your Investment Advisor

Talk to your investment advisor about faith-based investing options. There are a number of investment firms like Aquinas Wealth Advisors that offer products and services that cater to Catholic investors. Many of these investment firms have faith-based investment screens that exclude companies that are involved in activities that conflict with Catholic teachings, such as those that produce abortion drugs or pornography.

Invest in Companies That Reflect Your Values

You can also take a more active role in where you invest your money by investing in companies that reflect your faith-based values. For example, you might consider investing in companies that are environmentally responsible or that have a strong commitment to social justice. If you’re not sure where to start, the team at Aquinas Wealth Advisors can help. We provide investment products and services that can help you invest according to your values.

Give Back

Another way to invest according to your faith is to give back. You can do this by investing in Catholic charities or other organizations that align with your values. Donating money is a great way to make a difference, and investment firms like Aquinas Wealth Advisors can help you make the most of your donation by providing investment products and services that maximize your gift.

Why Should I Consider Faith-Based Investing?

There are a few reasons you may want to consider faith-based investing. First, it allows you to invest in accordance with your values. This can give you a sense of peace of mind, knowing that your investment dollars are not being used to support activities that conflict with your faith.

Second, by investing in companies that have a positive social impact, you can help support causes that are important to you. For example, if you invest in a company that supports Catholic education, you can help ensure that future generations have access to a quality, faith-based education.

Third, faith-based investing can be a good financial decision. Studies have shown that companies with strong social and environmental records outperform those without such records over the long term. So not only can you feel good about your investment choices, but you can also hope to see a good return on your investment.

How Can I Get Started with Faith-Based Investing?

If you’re interested in getting started with faith-based investing, there are a few things you can do. First, get your Faith & Finance Score to get an idea of how your current investment portfolio aligns with Catholic values. Then, contact one of our investment advisors to discuss how to build a portfolio that meets your investment goals and reflects your Catholic values.
Investing in accordance with your faith can be a rewarding experience, both financially and spiritually. At Aquinas Wealth Advisors, we’re here to help you make investment choices that are right for you. Contact us today to get started!

Where To Start With Faith-Based Investing

Here at Aquinas Wealth Advisors, we specialize in empowering Catholics to align their faith and finance. If you’re looking for a way to invest your money that is aligned with your faith, there are a few things to consider. Faith-based investing can take many different forms, so it’s important to find an approach that feels right for you. Continue reading to learn more!

Consider What is Important to You

One place to start is by considering what values are important to you and how you want those values to be reflected in your investment portfolio. For some people, that might mean investing in companies that are environmentally friendly or that support social causes. Others might want to avoid investments in certain industries, such as alcohol or tobacco. There is no right or wrong answer here, but it’s important to take the time to reflect on what is important to you.

Talk to an Investment Advisor

If you’re not sure where to start, or if you have questions about how to align your faith and finance, talking to an investment advisor can be a helpful next step. Here at Aquinas Wealth Advisors, we specialize in faith-based investing, so we can help you find investment options that fit your needs. Contact us today to get started.

Build a Faith-Based Investment Portfolio

Once you’ve considered your values and spoken with an investment advisor, you’re ready to start building a faith-based investment portfolio. There are a number of ways to do this, and there is no one-size-fits-all approach. No matter what approach you take, remember that your investment portfolio is a tool to help you achieve your financial goals. As you build your portfolio, make sure to diversify your investments and focus on achieving a balance that meets your needs.

Start Building Your Faith-Based Investment Portfolio

If you’re interested in learning more about faith-based investing, or if you’re ready to get started, contact Aquinas Wealth Advisors today. We specialize in helping Catholics align their faith and finance, and we would be happy to help you build an investment portfolio that fits your needs.

Trey Davis


A Pittsburgh native, Trey Davis graduated from the University of Dayton where he earned a degree in Economics. He joins Aquinas with a strong background in portfolio analytics, having worked most recently at Federated Hermes. Trey is dedicated to helping clients reach their financial goals throughout all stages of their lives. He resides in Mt. Lebanon where he enjoys golfing, spending time with family and friends, and is an avid car enthusiast.

Chris McMahon Featured in Financial Advisor Magazine

Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisors Magazine’s Private Wealth discussing the rise and demand of faith-based investing. McMahon shared the process of how Aquinas was created and the science behind the Faith & Finance Score. “Specifically, we were hearing from our Catholic clients that there is tremendous noise that investors must sift through and very little information on how to assess the alignment of their investments with their deepest held beliefs. This has become a much bigger issue over the last ten years as money managers and corporate officers have become much more socially active,” says McMahon, “Until now, there has been no way for clients to draw back the curtain on their investments and see a more complete inventory of what their dollars were supporting.” To read the full article, please visit: https://bit.ly/3Ay9YQC  

Aquinas President & CEO Chris McMahon on TD Ameritrade Network Morning Trade Live

Aquinas President & CEO Chris McMahon appeared on TD Ameritrade Network Morning Trade Live speaking with TD Ameritrade contributor Caroline Woods about Kohl’s (KSS), Tapestry (TPR), and BJ’s Wholesale Club (BJ) as some retail stocks to watch. Chris discusses TPR and its recently released earnings. He also commented that KSS is the best choice in the department store sub-industry.  Morning Trade Live kicks off the trading day, welcoming guests to discuss big macro concepts together with stock-specific analysis and trading strategies. According to its synopsis, the program “cuts through the noise and political bias, while helping viewers understand the economy’s relationship with markets through numbers, logic and in-depth interviews with fund managers, ETF providers and options traders.” Watch the full clip here: https://bit.ly/3dzG8Dj

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled “Characteristics and Risks of Standardized Options,” which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at http://www.theocc.com/about/publications/character-risks.jsp. Supporting documentation of claims will be supplied upon request.