Investing for Catholics - Irvine, California

Investing for Catholics: A Dedicated Investment Service

For individuals seeking to align their financial decisions with their Catholic faith, Investing for Catholics offers a specialized investment service. Located at 19200 Von Karman Ave, Irvine, CA 92612, United States, this firm provides a unique approach to portfolio management, prioritizing ethical considerations alongside financial performance. They operate with a strong commitment to social responsibility and a belief that investing can be a tool for good, reflecting the teachings of the Church.

About Investing for Catholics

Investing for Catholics was founded on the principle that investors should not only strive for financial returns but also align their investments with their values. The company’s philosophy is rooted in Catholic social teaching, emphasizing concern for the poor, promotion of justice, and stewardship of resources. They recognize that traditional investment strategies often conflict with these values, prompting them to develop a distinct methodology.

Specialties and Investment Approach

The firm’s core specialty lies in providing investment services tailored to Catholic investors. Their approach distinguishes itself through several key features:

• Ethical Screening: They utilize a rigorous screening process to exclude companies involved in activities deemed morally objectionable, such as tobacco, alcohol, gambling, weapons manufacturing, and adult entertainment.
• Socially Responsible Investing (SRI): Beyond exclusions, they actively seek investments in companies that demonstrate a commitment to environmental sustainability, fair labor practices, and community development.
• Impact Investing: Investing for Catholics explores opportunities to invest in organizations and projects that directly address social and environmental challenges.
• Long-Term Perspective: They advocate for a long-term investment horizon, recognizing that consistent, disciplined investing is more likely to achieve desired outcomes while minimizing the impact of short-term market fluctuations.
• Portfolio Construction: They construct diversified portfolios based on individual investor risk tolerance and financial goals, incorporating both domestic and international investments.

The firm’s investment strategy is carefully designed to balance ethical considerations with the goal of achieving sustainable financial growth. They believe that aligning investments with one’s faith can lead to a more fulfilling and purposeful approach to wealth management.

Location and Accessibility

The office is conveniently located at 19200 Von Karman Ave, Irvine, CA 92612. Investing for Catholics is committed to accessibility and provides the following amenities:

• Wheelchair-accessible car park: Ensuring convenient access for all visitors.
• Wheelchair-accessible entrance: Promoting inclusivity and ease of access for individuals with mobility limitations.

Clients can contact the firm via phone at 8888155025 or through their website: investingforcatholics.com. Further information regarding their services and investment philosophy is available on their website.

Opinions and Customer Feedback

Currently, Investing for Catholics has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5, suggesting a need for more client testimonials and reviews. However, the firm’s dedication to its core values and specialized approach speaks to a growing demand for investment options aligned with Catholic principles. They actively encourage satisfied clients to share their experiences.

Contact Information

Website: investingforcatholics.com

Phone: 8888155025

Address: 19200 Von Karman Ave, Irvine, CA 92612, United States