“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

When it comes to building and maintaining the Reilly Financial Advisors Catholic Portfolio, we begin by following the same principles of investment management we have followed for decades (visit rfadvisors.com to learn more about our asset allocation, sector rotation, stock selection, and portfolio rebalancing processes as well as our buy, sell, and global macroeconomic strategies).

Next, we take candidate companies through an in-depth screening process, using third-party software, to ensure they not only do good but also don’t violate any of the socially responsible investment guidelines put forth by the U.S. Conference of Catholic Bishops (USCCB).

As a final step, all companies are thoroughly evaluated by both Deacon Frank Reilly, MIBA, and Theologian Dr. Terence McGoldrick. 

It is this final step that truly sets the RFA Catholic Portfolio apart from the competition. When you invest with us, you can rest easy knowing that Deacon Reilly and Dr. McGoldrick are not just taking recommendations at face value; rather, they are personally digging deep into candidate companies, weighing many aspects to discern eligibility and continually curate the best Catholic stock portfolio they can.

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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