CATHOLIC INVESTMENT STRATEGIES

Catholic Investment Strategies is a division of Summit Investment Management, a Milwaukee-based registered investment advisor... Offer your Catholic clients a portfolio that fits their needs. Our investment products are available to other financial advisors... It's pretty simple really. The US Conference of Catholic Bishops has taken the time and effort to publish a 28 page document setting forth a set of investment guidelines. To us, that means that the issue is worthy of attention. We are certainly no match for the combined theological knowledge of this group of Catholic Bishops and, therefore, we are happy to try to comply with their instructions. On one level, it's just a simple acknowledgment of our own limitations and obedience to Mother Church.

Also known as: Catholic, Catholic Investment

Primary location: Milwaukee United States