Investing for Catholics

Booth 211
Website www.investingforcatholics.com
Contact Name Mary Brunson
Title Vice President
Address 19200 Von Karman Ave, Set 150
Irvine, CA 92612
Phone 949-428-0432
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description:

Faith-based investments...Financial science…Fiduciary prudence…Finally.

Investing for Catholics (IFC) provides Catholic Values index fund portfolio strategies and products to Catholic institutions, including the very first-of-their-kind Catholic Values Target Date Funds*.

IFC’s one-step portfolio solutions simplify decision-making and enhance expected outcomes through a low-cost index funds approach, making them an ideal choice for defined contribution retirement plans.

IFC’s fiduciary investment management services are suitable for Catholic foundations, endowments, cemetery funds, defined contribution, defined benefit plans, educational institutions and health care organizations. IFC’s investment portfolios and collective funds, enable stewards to prudently balance faith-consistent investing with fiduciary best practices.

Investing for Catholics is a division of Index Fund Advisors, Inc. (IFA), a registered investment adviser with the Securities and Exchange Commission, and based in Irvine, California.

*IFC, in collaboration with Hand Benefits & Trust, a BPAS Company, has developed 13 daily valued collective investment funds (CIFs), based on IFC’s prudent and socially responsible investment strategies. Hand Benefits & Trust, a company founded in 1963, and a leading provider of CIFs, serves as the trustee and sponsor to the CIFs. The funds are accessible exclusively to Catholic organizations’ retirement plans through most recordkeeping platforms, with information and quarterly holdings and monthly performance returns available via Morningstar.

 

Diocesan Fiscal Management Conference


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