Catholic-Aligned Investing
Invest in a way that reflects Catholic moral teaching, without giving up a disciplined, diversified approach.
Your Portfolio Should Reflect Your Faith
Many Catholic investors don’t know what their mutual funds and retirement accounts actually own. I help families in Alexandria, Central Minnesota, and beyond build portfolios that avoid companies whose practices conflict with Church teaching.
How My Screening Compares to Catholic Guidance
In 2021, the U.S. Conference of Catholic Bishops (USCCB) updated its Socially Responsible Investment Guidelines. The screening I use comes from Inspire Investing’s Biblically Responsible Investing (BRI) approach rather than a Catholic-specific label. Inspire has published a topic-by-topic comparison with the USCCB guidelines. It concludes that its approach is consistent with or goes beyond the guidelines in every area.
Where the Screening Goes Further
According to Inspire’s comparison, the screening is stricter than the USCCB guidelines in several areas, including:
Excluding companies that advocate for or fund abortion, not only those directly involved
Excluding distributors of pornography, not only producers
Excluding alcohol, and any involvement in gambling, tobacco, or cannabis
What This Looks Like in Practice
We review your current investments and identify holdings that conflict with your values.
I recommend a screened, diversified portfolio built around your goals, time horizon, and tax situation.
Your portfolio is monitored and reviewed as part of your ongoing financial plan.
A Note on Screening
No screening process is perfect, and screened portfolios may perform differently from unscreened ones. The comparison with the USCCB guidelines reflects Inspire Investing’s interpretation. The USCCB does not endorse the services or products of any financial advisor or investment firm, and Fidelis Financial is not affiliated with the USCCB. Portfolios may include funds managed by Inspire Investing, which earns fees from those funds.
Let’s Talk About Catholic-Aligned Investing
I’d be glad to discuss how your faith and values can be incorporated into your investment strategy.
Faith-based screening is subjective, relies on available information, and cannot ensure complete alignment with every investor’s values. Screening may limit investment opportunities and affect performance; it does not guarantee investment results. Comparisons with USCCB guidelines reflect Inspire’s interpretation and do not constitute USCCB affiliation, endorsement, or portfolio certification.
Inspire Investing is affiliated with Inspire Advisors and receives management fees from affiliated funds recommended to clients, creating a financial incentive to recommend them. Fund expenses are generally additional to advisory fees.