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  • Heard about you on Catholic Radio. Great portfolio of mutual funds and very happy with our decision to use these to help meet our financial goals!
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    Ave Maria Mutual Funds

    WHAT MAKES US DIFFERENT

    - All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood
    - Our Catholic Advisory Board is comprised of prominent Catholics who establish our...
    WHAT MAKES US DIFFERENT

    - All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood
    - Our Catholic Advisory Board is comprised of prominent Catholics who establish our moral screening process
    - We provide a vehicle for investors who want to align their investments with their moral beliefs
    - Award-winning investment performance

    FAMILY FUND PROFILE:

    - Largest Catholic mutual fund family in the U.S.
    - Diverse group of six 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

    WHAT WE DO FOR OUR SHAREHOLDERS

    Help investors to preserve and grow their wealth without violating their moral beliefs
    Provide pro-life, pro-family investments that enable investors to potentially achieve strong long-term returns
    Manage money in a value-oriented manner
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