Do you have a few Catholic clients in your client base? Do you want to market to the Catholic market? We work with advisors like you. Designed to help advisors work with their clients or market to individuals or Institutions that invest Catholic. We can help in several areas.
We have worked with faith-based and Catholic investors since 2006. We can help.
Portfolios to fit Catholic guidelines. These portfolios are screened with the proxies voted.
Portfolios are available on different platforms.