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Knights of columbus asset advisors
Knights of columbus asset advisors







knights of columbus asset advisors

We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. However, fee types charged by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees. Knights Of Columbus Asset Advisors LLC performs a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers.įees for financial management typically depend on which services the firm provides the client. The firm provides services to nine charities and foundations. It administers $26 billion in assets across its 2,359 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management.

knights of columbus asset advisors

Knights Of Columbus Asset Advisors LLC is a company that has its headquarters in New Haven, CT.

KNIGHTS OF COLUMBUS ASSET ADVISORS SERIES

Pfeifer holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Iowa and Nebraska. They have been an employee of Knights Of Columbus Asset Advisors Llc for their entire career. Pfeifer works at Knights Of Columbus Asset Advisors LLC.

knights of columbus asset advisors

"As an organization grounded in Catholic values and with a track record of growth and success with our insurance, annuity and Catholic lending businesses, we offer a compelling solution for Catholic institutions seeking investment options.Craig Pfeifer is a financial advisor based in Madison, Nebraska who has 2 years of relevant experience. The president of the Knights of Columbus Asset Advisors and Chief Investment Officer, Anthony Minopoli, believes that the Knight's of Columbus's investment program offers Catholics meaningful and imperative ways to invest their money. Various risk-reward fund diversifications are also available. Other services include model portfolios, asset allocation and rebalancing, and the choice of an outsourced chief investment officer service. The four services offered by the Knights of Columbus encompass a set of separate account strategies with the option of investing in the Knights of Columbus' own mutual funds, including fixed income and domestic and international equity funds. "We believe a Catholic firm committed to Catholic values can offer a more compelling solution for Catholic entities," Carl Anderson, Supreme Knight and CEO, said March 24. These opportunities are in compliance with the guidelines of the United States Conference of Catholic Bishops. The Knights of Columbus advisors are equipped specifically to work with Catholic institutional investors who wish to commission the use of their funds within the realm of Catholic options. These registered investment advisors are a part of the wholly owned subsidiary of the Knights of Columbus and are the same in-house group of portfolio managers, credit analysts, and traders that manage the Knights of Columbus's own substantial assets.

knights of columbus asset advisors

The Knight of Columbus, with over 1.8 million members around the world, launched the formation of their Asset Advisors last year and are now moving forward in offering a few different services to Catholic institutional investors. With hopes of better serving the Catholic community, the Knights of Columbus Asset Advisors announced this week the development of their new faith-based investment opportunities, which are specifically geared toward Catholic institutions and organizations.









Knights of columbus asset advisors