Invest With Integrity

Meet Peter Holm, Your Local Investment Advisor Representative

  • Meet Peter Holm, an Investment Advisor Representative helping clients to grow their portfolios responsibly through faith-based investment strategies.

    Knights of Columbus Asset Advisors (KoCAA) can help you and your family pursue your financial goals using a wealth of investment products that may suit your life and your faith. With an investment portfolio over $28 billion strong and a commitment to the socially responsible investment guidelines set by the United States Conference of Catholic Bishops (USCCB), KoCAA offers clients a variety of investment products designed to assure clients that their personal funds are invested in companies committed to sound ethical, environmental, social, and corporate governance practices. We provide “value with values” — by helping clients grow their future with faith-based investing.

    Our Portfolio


    Mutual Funds

    Our family of mutual funds offers investors a convenient option that fully leverages the Knights' Catholic investment approach.

    Separate Account Strategies

    For information on the possibility of a Separately Managed account, please contact KoCAA.

    Model Portfolios

    For Catholic investors looking for a comprehensive solution, we offer model portfolios with allocations to our screened strategies for diversification and USCCB compliance.

    Target Date Portfolios

    For retirement investors in self-directed accounts (e.g., Traditional IRA, or Roth IRA accounts, etc.), we offer a sophisticated solution that automatically reallocates each year to an age-appropriate portfolio as you move toward retirement.

Faith Guides Your Life, Why Not Your Investments?


The Guiding Principles of Knights of Columbus Asset Advisors

A Desire To Serve

Service and charity are at the heart of KoCAA's parent organization Knights of Columbus. Founded in 1882 to meet the needs of immigrants, refugees, and families suffering from the death of a breadwinner, the Knights began as a small service organization and has grown into a worldwide financial and charitable organization.

A Desire To Follow

KoCAA's investment strategies follow the investment policies of the USCCB. There are six major themes included in these guidelines:
  • Protecting human life
  • Promoting human dignity
  • Reducing arms production
  • Pursuing economic justice
  • Protecting the environment
  • Encouraging corporate responsibility

A Desire To Lead

Our goal is to help clients pursue financial success by providing investment tools and guidance. Our inspired line-up of Catholic-screened investment strategies offers investors diversity and value, as we strive to produce competitive performance results for our clients over time.


Are you ready to plan your investment strategy?

Call now at (937) 671-2474 or Book an appointment today for investment information, strategy planning, and more!

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