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!

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.