Better Screening and Proactive Advocacy Make Summit the Superior Choice for Catholic Investors
Faithfully adhering to the USCCB’s (United States Conference of Catholic Bishops) Investment Guidelines involves actively avoiding companies whose goals and activities violate the Church’s moral teachings. There are a number of ways to vet organizations and not all Catholic financial advisors screen the same way.
Summit’s screening process is vastly superior to any other firm’s.
The affiliate we use for screening runs all companies past multiple filters to make sure no objectionable businesses slip through. An extensive network of contacts in the socially responsibly investing community lets our affiliate get inside information not available on standard lists. The result is an exclusive list of companies serious Catholic investors should avoid.
All companies that successfully pass the screening process are then analyzed and traded according to the rigorous algorithm Summit uses for our other portfolios.
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Summit takes an extra step beyond simply avoiding certain investments. We actively seek out ways to change the dialogue by dialoguing with high level corporate managements. A portion of our portfolio management fees are donated to advocacy organizations for this purpose.
Only by engaging the prevailing corporate culture can Catholic investors expect to improve the world. Our proactive advocacy campaigns have successfully changed corporate policies on a number of occasions. Thanks to Summit’s Catholic advocacy, companies have ceased using child labor, providing abortions and facilitating sex trafficking, among other immoral activities.