About Faith Investor Services

We believe that being responsible means taking care of our people and acting as financial stewards in all its forms

Aligning investment portfolios with religious values

At Faith Investor Services, we are committed to driving positive results – for the firm, for our people, and for our clients. We believe that having the best team positions us to meet the needs of our clients and to have the best team, our people must bring a range of perspectives to the table and reflect the diversity of the communities where we live and work.

Making a difference through
faith-based investing:

01

Align investments
with purpose

02

Support meaningful
impact

03

Achieve personal
values and goals

Reasons to consider
sustainable investing:

01

Align investments
with purpose

02

Support meaningful
impact

03

Achieve personal
values and goals


Privacy Policy

Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the KOCG Prospectus available by clicking here. Read all materials carefully before investing.

Fund Risks:
There is no guarantee the Fund’s investment strategy will be successful and you can lose money on your investment in the fund. Shares may trade at a premium or discount to their NAV in the secondary market. The fund is new and has limited operating history to judge.

Market Risk. The prices of securities held by the Fund may decline in response to certain events taking place around the world, including those directly involving the companies whose securities are owned by the Fund; conditions affecting the general economy; overall market changes; local, regional or global political, social or economic instability; and currency, interest rate and commodity price fluctuations. Emerging Markets Securities Risk. The Fund’s investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Unlike more established markets, emerging markets may have governments that are less stable, markets that are less liquid and economies that are less developed. Active Management Risk. The Fund is actively managed, which means that investment decisions are made based on investment views. There is no guarantee that the investment views will produce the desired results or expected returns, which may cause the Fund to fail to meet its investment objective or to underperform its benchmark index or funds with similar investment objectives and strategies. Catholic Values Investing Risk. The Fund considers the USCCB Guidelines in its investment process and may choose not to purchase, or may sell, otherwise profitable investments in companies which have been identified as being in conflict with the USCCB Guidelines. This means that the Fund may underperform other similar mutual funds that do not consider the USCCB Guidelines when making investment decisions.

Distributed by Foreside Fund Services, LLC.