Investing for Catholics

Investing for Catholics helps individuals, organizations, foundations, and other Catholic institutions invest in accordance with Catholic values — all while following a disciplined, diversified and cost conscious investment approach designed to support long term financial goals.

Developed by Index Fund Advisors (IFA), the Investing for Catholics app brings abundant resources to help Catholics discern a prudent investment path—one guided by robust data, charts, videos, and educational resources, including returns data series on 100 asset allocation models for Catholic-values aligned portfolios. Model data is for educational purposes only and does not represent actual client performance.

You can even connect directly with an IFC advisor to learn more about our approach and deepen your education on how to invest Catholic.

With the app you can: • Learn about Catholic Values Investing through charts, articles, and videos. • Learn about portfolios that align Catholic values with sound financial science. • Take a no-obligation survey to help you explore different stock-to-bond allocations • Connect with an advisor via phone, email, or video call. • Stay informed with evidence based investing charts, data, and insights.

Investing for Catholics: Faith aligned. Evidence-driven. Invest with an approach designed to align with your values and your financial goals.