Investing with Catholic Values
Investment Strategy | CEO and President Greg Temple
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’ assets.
Catholic Order of Foresters’ Investment Policy Statement mandates the invested assets of the organization be managed in a manner that is consistent with the teachings of the Roman Catholic Church. In order to uphold the teachings of the Roman Catholic Church, the Investment Management Team is restricted from investing in companies that:
- Participate in abortion
- Manufacture contraceptives
- Engage in cloning and embryonic stem-cell research
- Provide direct funding to Planned Parenthood
- Derive a majority of revenue from gaming or pornography
We generally avoid companies that publicly advocate non-Catholic initiatives.
We remain consistent with the teachings of the Roman Catholic Church.
We provide financial solutions to Roman Catholic institutions.
The Investment Management Team works diligently to ensure that members' funds are managed within the aforementioned guidelines.
Vice President of Investments
Portfolio Manager - Real Estate and Private Placements
Ben Guzman, AMLI, FIC
Portfolio Manager - Structured Products
Laura Stanek, FLMI
In addition to restricting certain investments, our Catholic faith guides our team to provide financing solutions to various Roman Catholic institutions. For more than 30 years, Catholic Order of Foresters (COF) has provided flexible financing terms for diocese, parishes, schools, and religious orders. In many cases, the Catholic institution has exhausted all other options, and the financing from our organization has allowed for the continuation of its mission while offering a suitable investment opportunity for our members. Many long-standing relationships have been built within the Catholic community through this lending initiative.
Our Catholic faith will continue to guide COF's leadership and team as we strive to fulfill our mission as a Catholic fraternal benefit society.