Catholic Investment Strategies Portfolio Options

Catholic Investment Strategies that React to the Marketplace

For investors who are worried about the possibility of a major bear market like the one that decimated the stock market in 2008, Summit’s Catholic investment services has added a new portfolio that has the ability to go to cash when it is determined that the market is at risk of a meaningful decline. Dubbed the Tactical portfolio, it utilizes both economic and technical market data to analyze the market’s risk level and to react accordingly.

Catholic Investment Strategies in Full Compliance of the USCCB Guidelines

Building off the long and successful track record of Summit’s Equity Yield product, the Catholic Values Income strategy provides a portfolio of high quality and high yielding stocks for the investor who wants a stock portfolio that can produce a higher than market stream of dividend income, or an investor that is looking for an alternative to the paltry yields available from fixed income in today’s low interest rate environment.

Our new Catholic Values Large Cap Index, Mid Cap Index, and Small Cap Index offerings provide an investor with indexed exposure to each of those three market capitalization segments. Each portfolio is composed of 120 stocks and is intended to approximate the performance of its size class. These are passive, low turnover portfolios that are best for investors who don’t wish to engage in “stock picking” or who have reasons to minimize their exposure to annual capital gains taxes.

Catholic Investment Strategies with Advocacy

As you know, all of Summit’s Catholic Investment Strategies portfolios operate in full compliance with the Investment Guidelines of the United States Conference of Catholic Bishops. In addition, Summit’s Catholic investment services include a program of advocating for positive change with America’s leading corporations.

Post from: Insights