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Smart Investing & Catholic Values

What is morally responsible investing (MRI):
  • Largest Catholic mutual fund family in the U.S.
  • Diverse group of five funds that enable investors to align financial goals with moral beliefs.
  • Value investors utilizing proprietary criteria to screen out companies that promote or support activities contrary to the core moral teachings of the Catholic Church.
  • Place equal emphasis on investment performance and moral criteria in selecting securities.
  • Serve institutional and individual investors.
  • Advised by Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980.
  • Professional portfolio managers and analysts average over 20 years of investment experience.
  • 100% no-load mutual fund family.

    • Opening Hours

    Monday

    8:30 am - 5:30pm

    Tuesday

    8:30 am - 5:30pm

    Wednesday

    8:30 am - 5:30pm

    Thursday

    8:30 am - 5:30pm

    Friday

    8:30 am - 5:30pm

    Saturday

    -

    Sunday

    -