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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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