ABOUT THE BUSINESS
Catholic investing is our DNA. Since our inception in 2005, we have aligned our clients’ investment portfolios with the USCCB Investment guidelines, and we have also followed the Vatican guidelines issued by Mensuram Bonam since they were published in 2022. Today we extend our screening to encompass traditional Catholic Social Teaching. Our screening processes promote Human Dignity, Family, Human Life and Care and Protection of Creation.
MEET THE OWNER
What's one thing you'd like customers to know?
We provide our clients with Catholic investment solutions which we hope provides our clients with peace of mind and confidence in their ownership of high quality companies, selling at a discount with price and earnings momentum.
DEVOTIONAL
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PARISH AFFILIATION
Transfiguration — Blythewood, South Carolina
Church of the Magdalen — Wichita, Kansas
Cathedral of the Immaculate Conception — Tyler, Texas
Cathedral of Saint John the Baptist — Charleston, South Carolina
Cathedral of Saint Mary — Colorado Springs, Colorado
GALLERY
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Columbia, South Carolina, 29201
HOURS OF OPERATION
- Monday09:00 - 17:00
- Tuesday09:00 - 17:00
- Wednesday09:00 - 17:00
- Thursday09:00 - 17:00
- Friday09:00 - 17:00
- SaturdayClosed
- SundayClosed