Catholic institutions, from universities and healthcare providers to fraternal organizations and ministries, hold a unique responsibility. You are entrusted with stewarding resources to fulfill your mission and serve the greater good. But aligning your investment strategy with your Catholic values can be a complex challenge.

At Aquinas Wealth Advisors, we understand your commitment to both financial growth and ethical investing. We are a specialized investment advisory firm dedicated to helping Catholic institutions achieve their financial goals while remaining true to their faith by providing investment solutions for Catholic Institutions.

Through a blend of human expertise and innovative technology, we provide comprehensive investment solutions designed to drive value over time while adhering to Catholic social teachings.

Catholic institutions strive to make a positive impact on the world. However, traditional investment strategies may not always align with your values. Here are some of the challenges you may face:

• Limited visibility into corporate practices: Many investment options lack transparency regarding how companies spend their profits. This makes it difficult to determine if your investments are supporting activities that contradict Catholic teachings (e.g., abortion, embryonic stem cell research, adult entertainment).
• Navigating complex ethical considerations: Discerning the ethical implications of various industries and companies can be a daunting task. You may need guidance on navigating issues like social justice, environmental impact, and labor practices.
• Reconciling faith with performance: A common concern is that prioritizing ethical considerations may lead to sacrificing returns. You deserve investment solutions that are designed to help deliver value over time alongside moral alignment.

At Aquinas Wealth Advisors, we bridge the gap between faith and finance. We offer a comprehensive approach that combines:

• Deep understanding of Catholic values: Our team is well-versed in Catholic social teaching and its application to investment decisions. We understand the importance of aligning your portfolio with your ethical principles.
• Rigorous investment research: We go beyond traditional financial metrics. Our research process incorporates a thorough analysis of a company’s social and environmental impact, ensuring your investments are consistent with your values.
• Proprietary Faith & Finance Score™: This innovative tool analyzes your existing portfolio or potential investments, generating a score that reflects their alignment with Catholic values.
• Experience managing Catholic institutional assets: We have a proven track record of helping Catholic institutions achieve their financial goals while upholding their ethical commitments.

Our Faith & Finance Score™ is a powerful tool that empowers you to make informed investment decisions. This complimentary service provides a clear picture of how your investments align with Catholic values. Here’s how it works:

• In-depth analysis: We analyze the companies within your portfolio or potential investments, considering factors such as their environmental practices, labor relations, and contributions to society.
• Transparent scoring: Each company receives a Faith & Finance Score™ ranging from 1 to 100, with higher scores indicating greater alignment with Catholic values.
• Data-driven decision making: This score allows you to quickly identify areas where your portfolio may be misaligned and make adjustments to achieve greater ethical consistency.

By partnering with Aquinas Wealth Advisors, you gain a trusted advisor who can help you achieve the following benefits:

• Peace of mind: Knowing your investments are aligned with your Catholic values allows you to focus on your core mission.
• Investment Expertise: Our rigorous research process identifies investments that meet your ethical criteria to build your ideal portfolio.
• Transparency and clarity: We provide clear communication and comprehensive reporting, keeping you fully informed about your investment strategy.
• A dedicated team: You will have a team of experienced professionals who understand your unique needs and goals.
• Risk Analysis: Our comprehensive approach helps mitigate potential risks associated with unethical investments.

We invite you to learn more about how Aquinas Wealth Advisors can help your Catholic institution achieve its financial goals while honoring your values. Contact us today for a complimentary consultation and discover the power of faith-aligned investing.