Investment advisory services are offered through Moralis Technologies, LLC d/b/a Aquinas Wealth Advisors℠, and SEC-registered investment adviser.  SEC registration does not imply a certain level of skill or training.

This site is intended for residents of the United States only.  Aquinas Wealth Advisors and its representatives may conduct business only in states and jurisdictions in which they are appropriately registered or exempt from registration.  Responses to requests for information may be delayed until the applicable registration is obtained or an exemption is determined to be available.  Not all services referenced on this site are available in every state or through every advisor listed.

Investing in individual securities involves substantial risk, including market volatility, company-specific risk, industry and sector risk, regulatory and economic risk, and the possible loss of principal.  

Aquinas Wealth Advisors does not provide legal or tax advice.  Please consult the appropriate professional regarding your individual circumstances.  

For additional information, please contact info@aquinaswealth.com

IMPORTANT INFORMATION REGARDING APPEARANCES OF FIRM PERSONNEL IN THE MEDIA

The following disclosures apply to media appearances by Aquinas Wealth Advisors personnel, including excerpts shared through the firm’s website or social media channels.

These appearances are for general informational purposes only.  The views and opinions expressed are those of the speaker as of the original broadcast date, are subject to change without notice, and should not be interpreted as personalized investment advice.  

Statements that a speaker “likes,” “favors,” or has a positive view of a particular company, security, or strategy should not, by themselves, be understood as a recommendation by Aquinas Wealth Advisors to buy, sell, or hold that security.  Viewers should not make investment decisions based solely on these appearances, which are not updated to reflect subsequent events or developments.

Securities discussed in media appearances are generally selected in response to questions or topics presented by the media outlet, then-current news or market developments, and the speaker’s judgement regarding companies relevant to the discussion.  This selection is not based on a standardized or exhaustive screening process and differs from the process Aquinas Wealth Advisors uses to construct client portfolios and apply its Catholic values-based investment criteria.

The securities discussed are examples and do not represent all securities considered, researched, recommended, purchased, sold, or avoided by Aquinas Wealth Advisors.  Other securities could have been discussed and may have materially different characteristics, risks, or performance.  A security discussed may or may not be held in client accounts or recommended by the firm.  Its inclusion in a media appearance should not be taken as an indication of the firm’s current or intended investment activity.

Client portfolios are managed based on each client’s individual objectives, risk tolerance, financial circumstances, and restrictions, as well as Aquinas Wealth Advisors’ Catholic values-based investment criteria.  A security discussed during a media appearance may not satisfy those criteria and may be excluded from client portfolios.

Unless otherwise specified, Aquinas Wealth Advisors generally did not pay for these media appearances.  Inclusion by any media outlet should not be construed as an endorsement of the firm, its representatives, or its investment advisory services.

These media appearances may include forward-looking statements based on assumptions and expectations that may not materialize.  Actual results and market conditions may differ materially from those expressed or implied.  No investment outcome is guaranteed, and past performance is not indicative of future results.

IMPORTANT INFORMATION REGARDING OUR CATHOLIC SCREENING PROCESS

Aquinas Wealth Advisors makes a reasonable effort to remove conflicts with faith alignment in our investment portfolios.  We understand that we will miss some alignment issues from time to time as our tools interpret data differently, and the data available may be outdated or otherwise inaccurate.  Applying our Catholic-values based investment criteria may limit available investment opportunities and cause performance to differ from that of portfolios that do not apply those criteria.