Broker Check

Investing for Institutions

"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)

A Different Kind of Conversation About Investing.

Though you are representing an institution, we still believe that "investing done right" is personal.

Our first order of business is getting acquainted with your organization's mission and how your investments can contribute to it. We’ll discuss what you’ve done in the past and what you’d like to do in the future. We need to learn about your structure, meet the decision makers and contributors, review your Investment Policy Statement, and discuss spending needs. You may have a very clear vision of how ESG fits into your portfolio, board members may have a variety of conflicting viewpoints, or you may just be learning that this is possible. It’s okay, we’ve been through it all before and can help lead those conversations.

From there, most institutions drive the process forward in the way that suits them best. From responding to RFPs, to finals presentations, to more intimate meetings with board members or CFOs, we’re happy to accommodate. However, Ethos Logos is not a commodity driven business. While our goal is to be very competitive in both performance and fees, we are not looking to compete with the lowest common denominator. So, while “true customization” does mean that we’ll accommodate your preferred process, Step 1 is always our requirement. If relationships are important and consistency of mission throughout your organization up to and including your investment portfolio is critical, then we firmly believe that you will agree: Ethos Logos Investments is second to none.