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.
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."