Catholic Investment Service

Our Story

At Catholic Investment Services (CIS), our journey began with a passion to empower Catholic institutions to excel in their mission while achieving their investment goals. Founded in 2012 by Scott Malpass and Jack Brennan, our organization was envisioned to provide sophisticated investment solutions, exceptional client service, and a deep understanding of the challenges faced by Catholic organizations.

Our Mission

Pursuing investment excellence in the spirit of Catholic faith, we strive to deliver strong investment returns aligned with Catholic principles, enabling our investors to make a greater impact in the communities they serve. Our commitment is to build long-term prosperity for Catholic institutions, allowing them to endure and serve well into the future.

Our Approach

With a foundation built on trust, transparency, and collaboration, we work closely with our clients to understand their unique needs and goals. Our dedicated team of professionals, comprising experienced investment managers, researchers, and operation specialists, work tirelessly to provide tailored solutions that address the distinct challenges faced by Catholic organizations.

Our Services

At CIS, we offer a comprehensive range of services designed to meet the complex investment needs of Catholic institutions. These services include:

• Investment Management: Our experienced investment managers work closely with clients to develop and implement customized investment strategies that align with their Catholic values and goals.
• Research and Analysis: Our research team conducts in-depth analysis to identify opportunities and risks, providing clients with valuable insights to inform their investment decisions.
• Education and Outreach: We facilitate knowledge sharing and best practices through our CIS Institute, promoting a deeper understanding of faith-based investing and fostering a community of Catholic investors.
• Operations and Compliance: Our operations team ensures seamless day-to-day management, regulatory compliance, and risk management, allowing our clients to focus on their core mission.

Our Assets Under Management

With assets under management in excess of $1 billion, we have established ourselves as a trusted and reputable investment management organization in the Catholic institutional space. Our diversified portfolio of assets includes a range of traditional and alternative investments, strategically selected to optimize returns while aligning with Catholic principles.

Our Team

Our team of dedicated professionals brings diverse backgrounds and expertise to the table, united in our commitment to delivering exceptional service and investment performance. With a shared vision of empowering Catholic institutions to excel, we work together to drive success for our investors.

Impact

At CIS, we empower Catholic institutions to excel in their mission, making a meaningful impact in their communities and beyond. By delivering strong investment returns and exceptional client service, we foster a culture of stewardship, sustainability, and positive change.