Investment Philosophy

Our investment philosophy focuses on three main areas: 

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We invest in a broad variety of assets, including global equities, high yield bonds, resource-related equities, commodities, REITs, hedge funds, asset-backed securities, fixed income and cash equivalents. As of January 1, 2018, assets under management represented approximately $625 million.

Our goal is to provide Catholic organizations with investment solutions that deliver strong long-term results, prudent risk management, and competitive fees.  Although we are a non-profit Catholic organization, we are first and foremost an investment firm.” 

John J. Brennan, CIS Trustee/Founder