Church Plans
We recognize the role 403(b) architecture plays in shaping a sustainable repurposed future.
Diocese
Catholic Investments are screened based on guidelines set by the United States Conference of Catholic Bishops (USCCB). In Mensuram Bonam and Laudato Si and the Investment Policy Statement of the Vatican there are a numbe of guidelines that provide direction for our fund selection. The Socially Responsible Investing (SRI) for catholic Values screens out support for abortion, human rights violations, and other practices tht violate teachings of the Church, while embracing businesses that promote social good and community development. Our practice is to promote transparency and higher ethical standards.
Local Church
We have experience working with local churches in a variety of denominations to provide both SRI and BRI screening of investments within the retirement plans for the purpose of adhering to the doctrinal positions followed by each local church.
Christian Colleges
We have experience working with faith-based colleges and universities in a variety of protestant denominations including Nazarene, Wesleyan, Baptist, and Church of God (among others).
A subsection of Socially Responsible Investing (SRI) is Biblically Responsible Investing (BRI), screening investments within the retirement plans to adhere to the doctrinal positions followed on each campus. Many times, the employees of a Christian college are required to sign a faith statement as a condition of employment. We believe that the retirement investments for these employees should be held to the same strict standard.