Broker Check

"Individual Christians who are shareholders and those responsible within church institutions that own stocks in U.S. corporations must see to it that the invested funds are used responsibly…their stewardship embraces broader moral concerns. (United States Conference of Catholic Bishops, "Economic Justice for All," 354) 

Custom Screened Portfolios 

  • Third-Party Money Managers 
  • Starting at ~ $1 million

Advisory Accounts

  • Catholic & Christian Portfolios
  • Fossil Fuel Free Portfolios
  • Socially & Environmentally Responsible Portfolios
  • Some customization possible
  • Fee charged based on assets under management
  • Fiduciary standard
  • Minimum $100,000

Brokerage Accounts

  • Buy-and-hold mutual fund portfolios
  • Structured Products
  • Minimum $10,000

Fee-Based Financial Planning

  • Utilizing MoneyGuide Pro with MX Integration
  • $2,500 with discounts available for advisory clients

Annuities & Life Insurance

  • Insurance brokerage
    • Shop the market with one point of contact
  • Catholic Order of Foresters
    • Fixed Annuities
    • Term, Whole Life, Universal Life

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For those investors who do not yet have a lot of money to invest, $ymbil is a great option.

$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market. Click the logo to get started:

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."