An investment portfolio that is both financially responsible and morally meaningful and combines our legacy of working with families with our deep-seated belief in Catholic values

Why Catholic Investing? Get to Know RFA

Our Catholic Portfolio Tenets

  • Do No Harm

    We will not invest in companies in violation of the USCCB’s socially responsible investment guidelines.

  • Promote the Common Good

    We will invest in companies taking actions to better the world in which we all live.

  • Active Corporate Participation

    We will invest in companies that encourage corporate responsibility beyond profiting.

How We Discern Our Catholic Values

The ability of the more than 630,000 publicly traded companies to shape our world cannot be emphasized enough. When businesses choose a course for the common good to build solid relationships with employees, customers, the community, suppliers, etc., we believe those companies are more sustainable, more in tune with changing trends, more successful attracting and retaining talent, and more profitable in the long run. For RFA’s Catholic Portfolio, we of course filter out the more obvious companies (that, for example, provide drugs designed to end the life of the elderly or unborn)—but we also go beyond that. We choose companies that fit the profile of Catholic values to build a better world as a vocation for the common good.

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"Economy and finance, as instruments, can be used badly when those at the helm are motivated by purely selfish ends. Instruments that are good in themselves can thereby be transformed into harmful ones. But it is man's darkened reason that produces these consequences, not the instrument per se. Therefore it is not the instrument that must be called to account, but individuals, their moral conscience and their personal and social responsibility."

Pope Benedict XVI - CARITAS IN VERITATE 36, 2009

RFA Catholic Portfolios

The RFA Catholic Portfolio stock selection process consists of three main parts, ultimately culminating in a thorough review by Deacon Frank Reilly, MIBA, and Theologian Dr. Terence McGoldrick. It’s this personal review that sets Reilly Financial Advisors apart from the competition and allows investors in the RFA Catholic Portfolio to rest easy knowing that their investments are not in conflict with their faith.

"Once profit becomes the exclusive goal, if it is produced by improper means and without the common good as its ultimate end, it risks destroying wealth and creating poverty."

Pope Benedict XVI - CARITAS IN VERITATE 36, 2009

Find Out How Well Your Portfolio Aligns With Your Beliefs

Sign up below to claim your complimentary portfolio analysis and 30-minute review. We’ll teach you which of your holdings are in violation of Catholic principles, and, in addition, we’ll even scrutinize your investments for asset allocation, sector weightings, portfolio risk, and underlying fees.

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