Investment Consulting for Catholic Organizations
Christian Brothers Services (CBS) offers a wide range of investment services and performance reporting to help Christian organizations meet their objectives. Our team of investment advisors is responsible for more than $3.2 billion worth of domestic and international assets for religious institutions. As an independent firm, we are beholden only to our members, and we are solely focused on protecting the integrity and viability of their investments.
Our Investment Consulting Services
We serve as the investment consultant to clients internationally, working with a variety of currencies. The value of an individual client’s assets entrusted to us ranges from $250,000 to over $200 million.
As an independent firm not affiliated with any investment management firm, brokerage company, or bank, we can help ensure the integrity and viability of our client’s investments. Our only allegiance is to our clients and to help them meet their objectives.
We offer a wide range of investment services, such as:
- Assisting in the development of investment guidelines and policies
- Developing asset allocation models
- Reporting on the relationship of investment assets to their respective liabilities
- Conducting investment manager searches and assisting in the selection of managers that meet established investment and social objectives
Investment consulting services also include ongoing monitoring through:
- Reviewing each manager’s service and performance
- Providing quarterly written reports
- Semi-annual audit of each manager’s compliance with established SRI objectives
- Presentation of investment performance as requested
- Attending investment meetings
- Annually reviewing program costs
We provide industry unique reporting that focuses on absolute and relative performance comparisons for each manager, as well as, for a client’s entire investment program. With our extensive knowledge and experience, we ensure that clients continue to meet their objectives and control their investment process.