Catholic Vantage Financial strives to give you the best possible value for your money. Realizing that every member is an individual as well as an owner, the foundation of the credit union has been to focus on financial products and services that provide a strong return on the money you have invested with us.
Vantage Investments
Personal Banking
Smart Investing / CATHOLIC VALUES
Catholic Vantage Financial has partnered with Ave Maria Mutual Funds to offer you Morally Responsible Investing. Ave Maria Mutual Funds are available to individuals, dioceses, parishes and other institutions seeking investments in companies that do not violate core teachings of the Roman Catholic Church.
What is Morally Responsible Investing?
Morally responsible investing (MRI) is a subset of socially responsible investing, which often screens out companies engaged in environmental issues, tobacco products, alcohol, nuclear power, defense, oil and “unfair” labor practices. MRI is different in that it screens out companies engaged in abortion, embryonic stem cell research and pornography. MRI is both pro‐life and pro‐family and may appeal to investors with similar ideals.
For more information, call 1-866-AVE-MARIA (1-866-283-6274) or visit
www.avemariafunds.com
Experienced Investment Professionals
Schwartz Investment Counsel, Inc. serves as investment adviser to the Ave Maria Mutual Funds. The Firm is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). Founded in 1980 by George P. Schwartz, CFA, the Firm is committed to providing superior investment counsel to families and fiduciaries that choose to employ a disciplined approach to investing. Securities for the Funds are selected based on sound investment fundamentals and pro-life Catholic values.
Disclosure
All investments are subject to market risk, including possible loss of principal. The prospectus, which includes investment objectives, risks, charges and expenses, should be read and considered carefully before investing. Past performance is no guarantee of future results. Investments are not guaranteed by any government agency, nor Catholic Vantage Financial Credit Union. Investments are Not NCUA Insured.
