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 (941) 626-9408 or Book an appointment today for investment information, strategy planning, and more!