AQUINAS ASSOCIATES

MAXIMIZING YOUR MISSION



FOR CATHOLIC INVESTMENT ADVISORS 
 

Aquinas Associates offers clients the ability to

customize their service and product offerings

to meet their investor  needs.

 

We provide solutions for your clients including Catholic

investing portfolio audits, eligible security lists and

exclusion lists.

 

We can help develop Catholic  investment policies,

screening guidelines, and special industry and

company reports.   

 

 We do not manage assets.

   


 Aquinas staff created the first public Catholic Mutual Funds


 We can certify you as a Catholc Investing Practitioner