The Catholic Values 100 Strategy
combines financial and social responsibility in a single process
- Provides financial security for your family
- Helps to promote Catholic Values
- Promotes the common good
- The power to make a difference
Catholic Values Investment Policy
- Achieve above benchmark rate of return employing socially responsible investment strategies.
- Summit Investment Management and its affiliate Aquinas Associates work together to identify investment opportunities that meet both financial return needs and social criteria.
- We utilize the following Faith-Based Investing strategies:
- Do no harm (avoid evil)
- Active Corporate Participation
- Encourage Community Investment
Overview
- Experienced investment professionals with over 75 years of combined investment experience.
- Proprietary & highly disciplined investment process.
- Annualized returns above Russell 1000 since inception.