Ave Maria Mutual Funds is America’s largest family of Catholic mutual funds. Their diverse investment portfolios are specifically researched and maintained for those who desire to practice morally responsible investing. As one such investment firm, CIS Wealth Management Group and Christian Investment Advisors recommends Ave Maria Mutual Funds as part of our Christian mutual funds family. Ave Maria Mutual Funds continues to search for financially sound companies that are also Biblically sound and do not violate the core teachings of the Catholic Church.
Ave Maria Mutual Funds Goals
Pro-Life and Pro-Family
Since 2001, Ave Maria Mutual Funds have been providing investors with pro-life and pro-Biblical values investment funds that also adhere to core, Catholic values. Not only are Biblical and Catholic values held as the utmost priority, Ave Maria Mutual Funds also places equal emphasis on the investment performance potential. Pro-life, pro-family, and morally responsible investing are all criteria that go into the Ave Maria Mutual Funds.
Their strict screening process takes an in depth look at companies by examining their philosophies towards primary Catholic teachings. This includes the primary areas regarding the pornography industry, the sacrament of marriage, areas regarding abortion, and other anti-family values. When you choose to invest with Ave Maria Mutual Funds, your money is only invested in companies who do not contradict nor violate the core teachings that are found in the Roman Catholic Church, as well as those determined by Ave Maria Mutual Funds’ Catholic Advisory Board.
Schwartz Investment Counsel, Inc.
Ave Maria Mutual Funds uses Schwartz Investment Counsel, Inc.** as an advisor to their mutual funds. Schwartz Investment Counsel, Inc. was founded in 1980, and they are a Registered Investment Advisor with the Securities and Exchange Commission. They are committed to providing sound, moral investing advice to individuals and families that are wanting to be morally responsible in their investing. Through pro-life Catholic values and sound investment fundamentals, Ave Maria Mutual Funds is able to offer skilled money management while incorporating morally responsible investing.
A moral screening process eliminates companies for investment opportunities if they are:
- Involved in the abortion industry
- Businesses who have policies and practices that are considered to be anti-family. Anti-family practices include those companies that are involved in the pornography industry or those that undermine the Sacrament of Marriage.
Learn more about Ave Maria Mutual Funds by visiting their website http://avemariafunds.com/
Learn more about Schwartz Investment Counsel, Inc. by visiting http://www.schwartzinvest.com/
Request a Prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed and downloaded from this website here. Distributed by Ultimus Fund Distributors, LLC.
Ultimus Fund Distributors is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.
*All views expressed in the above information was obtained from Ave Maria Mutual Funds and may not necessarily reflect the views of CIS Wealth Management Group, Christian Investment Advisors, or their affiliates
** Schwartz Investment Counsel, Inc., a registered investment advisor established in 1980, serves as an investment advisor for Ave Maria Mutual Funds. The Advisor invests in securities only if they meet the Funds’ investment and religious requirements, and as such, the returns may be lower or higher than if the Advisor made decisions based solely on investment considerations.
Schwartz Investment Counsel, Inc. is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.