Catholic Investment Services is a registered investment advisor organized as a charitable non-stock corporation based in Boston, Massachusetts. The firm provides investment management and supervisory services exclusively to tax-exempt organizations and employee benefit plans, including separately managed accounts and privately offered limited partnerships (funds). All investment strategies and portfolios are designed to reflect the teachings of the Roman Catholic Church, following Socially Responsible Investment Guidelines published by the United States Conference of Catholic Bishops. Catholic Investment Services delegates day-to-day investment decisions to third-party sub-advisors and underlying managers while maintaining oversight, compliance monitoring, and administrative control. The firm serves institutional and organizational clients rather than individual retail investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Rates vary by vehicle. Separately managed accounts are generally 0.15% annually. Private fund vehicles charge 0.20% to 0.35% annually of net asset value or invested capital. Fees are negotiable based on account size and complexity.