CATHOLIC INVESTMENT SERVICES, INC.
SEC RegisteredPerspective Matters
About the firm
Catholic Investment Services (CIS) was formed to provide Catholic institutions and foundations with access to premier investment programs and sophisticated investment solutions. The firm pursues investment excellence in the spirit of Catholic faith, serving Catholic organizations that seek to manage assets in alignment with Catholic principles while maximizing returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sophisticated investment solutions and premier investment programs for Catholic institutions, including Catholic-aligned alternative investments and broader diversification for long-term stewardship of endowment portfolios.
Who they serve
Catholic institutions and foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $1.5B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CATHOLIC INVESTMENT SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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