Investing with Catholic Values

Investment Strategy

Vice President of Investments, Michael Deering

Our Catholic faith provides a foundation that contributes to the long-term strategy and successful track record of the management of Catholic Order of Foresters’ (COF) assets. 

COF’s Investment Policy Statement mandates that the invested assets of the organization be managed in a manner that is consistent with the teachings of the Roman Catholic Church. The Investment Management Team is firmly committed to following this faith-based guidance and works diligently to ensure that members’ funds are invested and managed within the framework set forth by the Roman Catholic Church.  

In addition to restricting certain investments, it has been a valued part of the Catholic Order of Foresters investment philosophy to be supportive of Roman Catholic institutions. This critical mission is accomplished by providing flexible financing terms for dioceses, parishes, educational institutions, and religious orders.