Investing for Catholics

Investing For Catholics

Booth 217
Website http://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:

Investing for Catholics (IFC) is a division of Index Fund Advisors, Inc. (IFA), a fee-only registered investment advisor (RIA) registered with the United States Securities and Exchange Commission. IFC provides wealth management services to Catholic organizations, including foundations, endowments, retirement plans and cemeteries. IFC’s clients benefit from a low-cost, globally diversified, fully liquid and transparent index funds strategy, utilizing investments that align with the USCCB’s Guidelines for Socially Responsible Investing. IFC’s approach provides ease of reporting, while maximizing expected returns through easy to own and easy to understand investments. IFC is an excellent choice for investment fiduciaries of Catholic organizations.

Investing, retirement plans, 403(b), endowment, foundation, investment policy, assets, Catholic index funds, investment advisor, investment consultant

Diocesan Fiscal Management Conference


DFMC National Office 4727 E. Bell Road, Ste. 45-358 Phoenix, AZ 85032 | (602) 992-2900 | dfmc@dfmconf.orgPrivacy Policy

Site by Solutio