After submitting your information you will be taken to our Faith & Finance portal to get started.
When you work with Aquinas Wealth Advisors, you’re empowered with personalized financial strategies and expert guidance while keeping true to your Catholic values.
We make a “reasonable effort” to avoid conflicts with the Catholic Faith. We may miss conflicts as our tools interpret data differently or the data available to the tools may be outdated.
Our conflict screener evaluates mutual funds, ETFs, and individual securities for violations utilizing data from the ISS Data Desk. The conflict screener looks for violations such as abortion ties, contraceptives, stem cell research, pornography, weapons, and Planned Parenthood involvement.
We have no limit on grace period or size of violation restrictions. This means that once a violation has occurred, the holding is subject to exclusion from the portfolio.
Our impact screener uses data from LSEG to add a secondary level of scrutiny to the screening process. The tool finds securities that may have made it through other screens but also allows us to add positive impact testing.
These could be policies for human rights, child labor, environment initiatives, or corporate responsibility awards.
The comprehensive evaluation screens for investments according to morally and biblically-responsible ways using data from eVALUEator and INVESTigator.
It provides up-to-date research on various criteria to give us direct insight into funds and individual holdings. Not only does this tool show us companies that fail the screens it will also show us exactly why and when it failed. The tool also generates a list of companies that are direct alternatives within an investment sector that are in line with our Biblically Responsible Investing strategy.
We’ll run our proprietary analysis on your portfolio to see how close you are to supporting businesses that you believe in.
Please enter your name and email to get started on your free Faith & Finance Score
After submitting your information you will be taken to our Faith & Finance portal to get started.