Ethos Logos Investments
Individuals
Investments have an impact. Make sure it’s the one you want.
“Individual Christians who are shareholders and those responsible within church institutions that own stocks in U.S. corporations must see to it that the invested funds are used responsibly…their stewardship embraces broader moral concerns.” (United States Conference of Catholic Bishops, “Economic Justice for All,” 354)
Competence. Service. Stewardship.
Custom Screened Portfolios
- Starting at ~ $1 million
- Third-Party Money Managers
Advisory Accounts
- Minimum $250,000 or $100,000 with setup of automatic contributions
- Catholic & Christian Portfolios
- Fossil Fuel Free Portfolios
- Socially & Environmentally Responsible Portfolios
- Customization available
- Fee charged based on assets under management
- Fiduciary standard
Brokerage Accounts
- Minimum $50,000 (waived if automatic contributions are setup)
- Custom buy-and-hold, ethically aligned portfolios
- A-class Mutual Funds
- Structured Products
- Minimum $500
- Professionally managed. tactical portfolios
- No socially responsible or faith-based options at this time.
- 100% online. Seamless. Simple. (click the logo to get started)
Fee-Based Financial Planning
- Utilizing MoneyGuide Pro with MX Integration
- $2,500 with discounts available for advisory clients
Annuities & Life Insurance
- Insurance brokerage
- Shop the market with one point of contact
- Catholic Order of Foresters
- Fixed Annuities
- Term, Whole Life, Universal Life