For Individuals.

Are you and your family looking to align your finances with your Catholic Faith? Maybe you have told an advisor that you want to align your investment to your faith, but did you know that many faith based investment options contain violations of Catholic Social Teaching? Even well-meaning asset managers contain several violations to Catholic Social Teaching. Ecclesia Capital Management offers rigorously screened investment options that do not violate our Catholic Faith. Our advisors are fiduciaries, which means we are obligated to have your best interests in mind, not our own.

Investments.

It doesn’t take a long look at the world of modern finance to see various violations of Catholic Social Teaching by large companies. Your investments may be funding abortion, pornography, or nuclear weapons. It’s hard to know where to turn to invest faithfully. Ecclesia Capital offers tailored portfolios that do not violate Catholic Social Teaching for our clients. This allows you to grow your funds, faithfully.

Retirement & Financial Planning.

If you have ever looked at your retirement plan and felt lost, confused, or intimidated… we get it! Your finances may feel so broad it almost feels impossible to know if you are making the right decisions. How much do I need to save to retire with dignity? What investments should I select? How do I choose an advisor that has my best interests in mind ? As a busy family it may feel like you have no time to attend to these items. Even worse, you don’t have anyone to turn to in order to guide you properly. By utilizing Ecclesia Capital Management as your trusted advisory firm, you can create clarity, abundance, and security in your finances. Clients may experience better investment performance, potentially reduced lifetime tax liability, and a comprehensive plan for their finances.