Investing for Catholics
Irvine, United States (US) · Finance and Banking
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#fee-only investment advice
#holistic wealth services
#wealth management
#fiduciary expertise
#modern portfolio theory
#individual investment management
#asset allocation
#retirement plan solutions
#defined contribution plans
#endowment & foundation investing
Investing for Catholics is a Irvine, California-based investment advisory firm specializing in Catholic Values Investing.We provide faith-based investment advice and portfolio implementation to individuals, foundations, endowments, and Catholic organizations, including dioceses and retirement plans.Our approach is rooted in financial science, utilizing Modern Portfolio Theory and the Efficient Market Hypothesis, combined with a commitment to fiduciary best practices and aligning investments with Catholic values.
Overview
We provide faith-based investment advice and portfolio implementation to individuals, foundations, endowments, and Catholic organizations, including dioceses and retirement plans.
Our approach is rooted in financial science, utilizing Modern Portfolio Theory and the Efficient Market Hypothesis, combined with a commitment to fiduciary best practices and aligning investments with Catholic values. We offer a range of portfolio solutions, including IFC Index Portfolios and Target Retirement Portfolios, designed to help stewards prudently balance faith-consistent investing with sound financial management.
Investing for Catholics is a division of Index Fund Advisors, Inc. (IFA), a registered investment advisor founded in 1999 with over 2,200 clients and $6.02 billion in assets under management as of December 31, 2025.
Contact Details
Irvine, United States (US), 19200 Von Karman Avenue
Founded
1999
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#fee-only investment advice
#holistic wealth services
#wealth management
#fiduciary expertise
#modern portfolio theory
#individual investment management
#asset allocation
#retirement plan solutions
#defined contribution plans
#endowment & foundation investing
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