What Questions Should You Be Asking Your Financial Advisor

financial advisor pointing to graph

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!