About Faith Investor Services

Why We Started Faith Investor Services

Living a committed, faith-based lifestyle that guides how you lead and serve, as well as what you protect and defend, can allow you to have a genuine impact in your local community and the world. What if you could translate those faith-based values into your hard-earned savings and invest in quality companies that seek to create positive change in the world? Faith Investor Services was created to bridge that gap and service those seeking to align their investment portfolio with their religious beliefs.

Faith Investor Services was founded with the unwavering conviction that financial professionals and individual investors of all faiths should have access to quality investment products that reflect their religious beliefs. To do so, we seek out the highest quality investment managers from various faith-based organizations. These experts live and breathe their respective values every single day, and they know our investors do too. Together, we can provide the ability to invest in strategies developed with specific religious values as their core purpose, enabling our clients to be confident that their investments align with their beliefs and are doing good in the world.

Why ETFs?

To provide clients with easy and efficient access to our investment products, Faith Investor Services offers Exchange-Traded Funds (ETFs). Those who are unfamiliar with ETF investments need not fret. An ETF is a basket or collection of stocks, bonds, commodities, and/or other securities that trade throughout the day on exchange. ETFs trade like a stock—where you can buy and sell when you want—and offer numerous benefits like tax efficiency and liquidity. By utilizing this investment vehicle, Faith Investor Services and the organizations we work with are able to handpick securities that keep faith as the grounding principle and have the potential to create long-term positive change around the globe.

Related Topics

All across the world, faith-based investing has risen in popularity, with the past year leading many individuals to reassess what is most important in their lives. Some are looking to make meaningful change at a personal level, and many Catholic families report feeling a closer connection to God.

Investing is fraught with decisions, even more so if you aim to live by specific principles. After all, if you seek to uphold Catholic values, how can you feel good about investing in products or policies that don’t align with Church teaching?

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.