Advisory services are offered by Moralis Technologies, LLC d/b/a Aquinas Wealth Advisors℠ (“Aquinas Wealth Advisors℠”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Aquinas Wealth Advisors℠ may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about the Aquinas Wealth Advisors℠ registration status and business operations, please consult the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
The information provided is for illustration purposes only. It is not intended to be, nor should it be construed or used as, investment, tax or legal advice, any recommendation or opinion regarding the appropriateness or suitability of any investment or strategy, or an offer to sell, or a solicitation of an offer to buy, any interest in any security.
All investing involves risk including loss of principal. No strategy assures success of protects against loss. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.
Mutual fund, ETF, and stock performance data is provided by Investors FastTrack and includes the investment of dividends. Cash holdings are excluded from this analysis.
Mutual Funds and 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.
Benchmarks and financial indices are shown for illustrative purposes only. They serve as a point comparison for securities performance. Such benchmark and indices are not available for direct investment and does not reflect management expenses and transaction fees. No representation is made that any benchmark or index is an appropriate measure for comparison.
The S&P Target Risk Moderate Index (Indices are unmanaged and investors cannot invest directly in an index) is designed to measure the performance of moderate stock-bond allocations to fixed income while seeking to increase opportunities for higher returns through equities.
Aquinas Wealth Advisors℠ utilizes a third-party firm to screen investments for the following, but not limited to:
- Adult Entertainment
- Alcoholic Beverages
- Controversial Weapons
- Human Embryonic Stem Cell and Fetal Tissue
- Military Contracting
Aquinas Wealth Advisors℠ relies on data input by the user to calculate a weighted rolling three-year or 36-month return, including the security and the number of shares.
The Investor’s Finance Score is calculated comparing the weighted return to the S&P Target Risk Moderate Index. Grades are based on performance within a certain percentage range of the index’s performance.
The Investor’s Faith Score is calculated by assigning a severity level to each security based on the percentage of revenue from Prohibited Activities and the weight of the security within the portfolio disclosed by the Investor.
This analysis includes individual securities as well as the top underlying holdings in the Investor’s Mutual Funds and ETFs.
The overall Faith & Finance Score℠ is calculated by averaging the Catholic Values alignment grade and the performance grade.
Several Catholic-value funds are exempt from screening based on their alignment with Catholic Values, as disclosed in their various prospectuses.