We welcome the opportunity to discuss how our broad and deep experience, as well as our experience with other dioceses can assist you and your advisors. donor-advised funds), and a suite of other faith-based investment solutions for Catholic dioceses, foundations, retirement plans, and other investors – 100% of which are informed by Catholic teaching. Knights of Columbus Asset Advisors Financial Services New Haven, Connecticut 1,245 followers Invest with Integrity New Haven-based asset management & investment firm, with nearly 29 billion. KoCAA offers or administers a broad family of Catholic mutual funds, commingled vehicles, separate accounts, alternative investments, philanthropic services (e.g. 14, 2021 /PRNewswire/ - Knights of Columbus Asset Advisors ( KoCAA )today announced the launch of its new, organically developed investment. They operate 9 private funds and have approximately. CALL US NOW:(603) 305-0204 Invest With Integrity MeetKevin Brown,Your Local Investment Advisor Representative Meet Kevin Brown, an Investment Advisor Representative helping clients to grow their portfolios responsibly through faith-based investment strategies. Knights of Columbus Asset Advisors (KoCAA) is a $25+ billion investment manager with over a century of experience investing on behalf of Catholic institutions. 14 Sep, 2021, 08:07 ET NEW HAVEN, Conn., Sept. Knights Of Columbus Asset Advisors is a alternative asset management company based in New Haven, CT. *Previously called Knights of Columbus funds.This email address is being protected from spambots. The policies and practices of the companies selected for the funds are monitored for various issues contemplated by the USCCB Guidelines. The funds therefore are designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines. There are six major themes included in these guidelines: The funds make investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines (the “USCCB Guidelines”). It oversees 26 billion in assets under management across its 2,359 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. It oversees 26 billion in assets between its 2,359 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The Knights of Columbus have a strong affinity within the Catholic Church and, therefore, share the. Knights Of Columbus Asset Advisors LLC is a registered investment business that has its headquarters in New Haven, CT. For over 130 years, the primary mission of Knights of Columbus Insurance has been to provide financial security to our members and their families. Knights Of Columbus Asset Advisors LLC is a financial advisory firm that has its headquarters in New Haven, CT. the Ancient Order of Hibernians, the Knights of Columbus. Principal Sustainable Investment Strategy: Values Based, Exclusions The Value of the Knights of Columbus Asset Advisors. Knights of Columbus Asset Advisors (KoCAA) is a 25+ billion investment manager with over a century of experience investing on behalf of Catholic institutions. James Williams Lincoln Financial Advisors 20 Thicket Lane Lancaster, PA 17602 Phone. Management Company: (1) Knights of Columbus Asset Advisors LLC, Sub-Adviser-Boston Advisors LLC, (2) Knights of Columbus Asset Advisors LLC.įunds Affected*: (1) Catholic Investor International Equity Fund, Catholic Investor Large Cap Growth Fund, Catholic Investor Large Cap Value Fund, Catholic Investor Small Cap Fund, (2) Catholic Investor Limited Duration Bond Fund, Catholic Investor Bond Fund
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