Investment Principles
Are your investments fully aligned with your values?
Why This Matters
When we chase performance alone, our investments can drift from our values.
How We Invest
Rightly ordered investing pursues both growth and the good, placing capital in service of its proper purpose.
Principle I
Capital is Meant to Be Put to Good Use
Investing is a moral activity because every allocation influences what gets built, supported, or sustained.
The question of return asks: "what will grow my capital?"
The question of morality asks: "what will my capital help grow?"
"Every investment is indispensable. ... each and every investment gives tangible expression to values that either contribute to the future, or forsake it."
- Mensuram Bonam
"...too often, economic progress is defined only by increased production and profit"
-USCCB
Principle II
Avoid Evil
Each investment either promotes or ignores the dignity and value of human life. We do not invest in companies whose products, services, or business practices reduce a person to their economic, social, political, or sexual value.*
*This includes exploiting vices, usury, pornography, manufacturing addictive substances etc. For more see appendix 1 of Mensuram Bonam (link)
Principle III
Prudence and Professional Excellence
Seeing capital through a Christian lens is not a limitation but a framework for recognizing what belongs in a truly good portfolio.
We commit to the highest standards of prudence and professionalism as we manage your investments and help you pursue a financial plan ordered toward the common good.
“Business activity has a human significance, prior to its professional one... both professional competence and moral consistency are necessary.”
- Caritas in Veritate
