info.kofcassetadvisors.org Open in urlscan Pro
104.17.71.206  Public Scan

Submitted URL: http://andrewweisskocaa.com/
Effective URL: https://info.kofcassetadvisors.org/Meet-Andrew-Weiss.html
Submission: On May 18 via api from US — Scanned from DE

Form analysis 3 forms found in the DOM

<form class="mktoForm mktoHasWidth mktoLayoutLeft" id="mktoForm_6639" novalidate="novalidate" style="font-family: Helvetica, Arial, sans-serif; font-size: 16px; color: rgb(51, 51, 51); width: 361px;">
  <style type="text/css">
    .mktoForm .mktoButtonWrap.mktoSimple .mktoButton {
      color: #fff;
      border: 1px solid #75ae4c;
      padding: 0.4em 1em;
      font-size: 1em;
      background-color: #99c47c;
      background-image: -webkit-gradient(linear, left top, left bottom, from(#99c47c), to(#75ae4c));
      background-image: -webkit-linear-gradient(top, #99c47c, #75ae4c);
      background-image: -moz-linear-gradient(top, #99c47c, #75ae4c);
      background-image: linear-gradient(to bottom, #99c47c, #75ae4c);
    }

    .mktoForm .mktoButtonWrap.mktoSimple .mktoButton:hover {
      border: 1px solid #447f19;
    }

    .mktoForm .mktoButtonWrap.mktoSimple .mktoButton:focus {
      outline: none;
      border: 1px solid #447f19;
    }

    .mktoForm .mktoButtonWrap.mktoSimple .mktoButton:active {
      background-color: #75ae4c;
      background-image: -webkit-gradient(linear, left top, left bottom, from(#75ae4c), to(#99c47c));
      background-image: -webkit-linear-gradient(top, #75ae4c, #99c47c);
      background-image: -moz-linear-gradient(top, #75ae4c, #99c47c);
      background-image: linear-gradient(to bottom, #75ae4c, #99c47c);
    }
  </style>
  <div class="mktoFormRow">
    <div class="mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset mktoHasWidth" style="width: 10px;"></div>
      <div class="mktoFieldWrap">
        <div class="mktoHtmlText mktoHasWidth" style="width: 330px;">
          <h2 style="font-family: arial, helvetica, sans-serif; font-size: 26px; text-align: center;"><span style="color: #000000;">Request a Meeting</span></h2>
        </div>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset mktoHasWidth" style="width: 10px;"></div>
      <div class="mktoFieldWrap">
        <div class="mktoHtmlText mktoHasWidth" style="width: 330px;">
          <div style="text-align: center;"><em>Please fill out the form below. Required fields are marked with an *</em></div>
        </div>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset" style="width: 10px;"></div>
      <div class="mktoFieldWrap mktoRequiredField"><label for="FirstName" id="LblFirstName" class="mktoLabel mktoHasWidth" style="width: 180px;">
          <div class="mktoAsterix">*</div>
          <div style="text-align: left;">*First Name</div>
        </label>
        <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><input id="FirstName" name="FirstName" placeholder="Sam" maxlength="255" aria-labelledby="LblFirstName InstructFirstName" type="text"
          class="mktoField mktoTextField mktoHasWidth mktoRequired" aria-required="true" style="width: 330px;"><span id="InstructFirstName" tabindex="-1" class="mktoInstruction"></span>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset" style="width: 10px;"></div>
      <div class="mktoFieldWrap"><label for="LastName" id="LblLastName" class="mktoLabel mktoHasWidth" style="width: 180px;">
          <div class="mktoAsterix">*</div>
          <div style="text-align: left;">Last Name</div>
        </label>
        <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><input id="LastName" name="LastName" placeholder="Smith" maxlength="255" aria-labelledby="LblLastName InstructLastName" type="text" class="mktoField mktoTextField mktoHasWidth"
          style="width: 330px;"><span id="InstructLastName" tabindex="-1" class="mktoInstruction"></span>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset" style="width: 10px;"></div>
      <div class="mktoFieldWrap mktoRequiredField"><label for="Email" id="LblEmail" class="mktoLabel mktoHasWidth" style="width: 220px;">
          <div class="mktoAsterix">*</div>*Email Address
        </label>
        <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><input id="Email" name="Email" placeholder="example@yourdomain.com" maxlength="255" aria-labelledby="LblEmail InstructEmail" type="email"
          class="mktoField mktoEmailField mktoHasWidth mktoRequired" aria-required="true" style="width: 330px;"><span id="InstructEmail" tabindex="-1" class="mktoInstruction"></span>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset" style="width: 10px;"></div>
      <div class="mktoFieldWrap mktoRequiredField"><label for="Phone" id="LblPhone" class="mktoLabel mktoHasWidth" style="width: 220px;">
          <div class="mktoAsterix">*</div>*Phone Number
        </label>
        <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><input id="Phone" name="Phone" placeholder="(555) 555-5555" maxlength="255" aria-labelledby="LblPhone InstructPhone" type="text"
          class="mktoField mktoTextField mktoInputMask mktoHasWidth mktoRequired" aria-required="true" style="width: 330px;"><span id="InstructPhone" tabindex="-1" class="mktoInstruction"></span>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
      <div class="mktoOffset" style="width: 10px;"></div>
      <div class="mktoFieldWrap mktoRequiredField"><label for="PostalCode" id="LblPostalCode" class="mktoLabel mktoHasWidth" style="width: 180px;">
          <div class="mktoAsterix">*</div>*Zip Code
        </label>
        <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><input id="PostalCode" name="PostalCode" placeholder="55555" maxlength="255" aria-labelledby="LblPostalCode InstructPostalCode" type="text"
          class="mktoField mktoTextField mktoHasWidth mktoRequired" aria-required="true" style="width: 330px;"><span id="InstructPostalCode" tabindex="-1" class="mktoInstruction"></span>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoClear"></div>
    </div>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow"><input type="hidden" name="localIAR" class="mktoField mktoFieldDescriptor mktoFormCol" value="Andrew Weiss" style="margin-bottom: 10px;">
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <fieldset class="mktoFormCol" style="padding-right: 10px; margin-bottom: 10px;">
      <legend>Interests</legend>
      <div class="mktoFormRow">
        <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
          <div class="mktoOffset" style="width: 10px;"></div>
          <div class="mktoFieldWrap"><label for="koCAAInterests" id="LblkoCAAInterests" class="mktoLabel mktoHasWidth" style="width: 0px;">
              <div class="mktoAsterix">*</div>
            </label>
            <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div>
            <div class="mktoLogicalField mktoCheckboxList mktoHasWidth" style="width: 300px;"><input name="koCAAInterests" id="mktoCheckbox_32718_0" type="checkbox" value="Yes Mutual Funds"
                aria-labelledby="LblkoCAAInterests LblmktoCheckbox_32718_0 InstructkoCAAInterests" class="mktoField"><label for="mktoCheckbox_32718_0" id="LblmktoCheckbox_32718_0">Mutual Funds</label><input name="koCAAInterests"
                id="mktoCheckbox_32718_1" type="checkbox" value="Yes Model Portfolios" aria-labelledby="LblkoCAAInterests LblmktoCheckbox_32718_1 InstructkoCAAInterests" class="mktoField"><label for="mktoCheckbox_32718_1"
                id="LblmktoCheckbox_32718_1">Model Portfolios</label><input name="koCAAInterests" id="mktoCheckbox_32718_2" type="checkbox" value="Yes Target Date Portfolios"
                aria-labelledby="LblkoCAAInterests LblmktoCheckbox_32718_2 InstructkoCAAInterests" class="mktoField"><label for="mktoCheckbox_32718_2" id="LblmktoCheckbox_32718_2">Target Date Portfolios</label><input name="koCAAInterests"
                id="mktoCheckbox_32718_3" type="checkbox" value="Yes Donor Advised Funds" aria-labelledby="LblkoCAAInterests LblmktoCheckbox_32718_3 InstructkoCAAInterests" class="mktoField"><label for="mktoCheckbox_32718_3"
                id="LblmktoCheckbox_32718_3">Donor Advised Funds</label></div><span id="InstructkoCAAInterests" tabindex="-1" class="mktoInstruction"></span>
            <div class="mktoClear"></div>
          </div>
          <div class="mktoClear"></div>
        </div>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoFormRow">
        <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
          <div class="mktoOffset" style="width: 10px;"></div>
          <div class="mktoFieldWrap"><label for="iamalsointerestedindiscussing" id="Lbliamalsointerestedindiscussing" class="mktoLabel mktoHasWidth" style="width: 280px;">
              <div class="mktoAsterix">*</div>Additional Interests
            </label>
            <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div><textarea id="iamalsointerestedindiscussing" name="iamalsointerestedindiscussing" placeholder="I would like to discuss..." rows="2"
              aria-labelledby="Lbliamalsointerestedindiscussing Instructiamalsointerestedindiscussing" class="mktoField mktoHasWidth" maxlength="2000" style="width: 300px;"></textarea><span id="Instructiamalsointerestedindiscussing" tabindex="-1"
              class="mktoInstruction"></span>
            <div class="mktoClear"></div>
          </div>
          <div class="mktoClear"></div>
        </div>
        <div class="mktoClear"></div>
      </div>
    </fieldset>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow">
    <fieldset class="mktoFormCol" style="padding-right: 10px; margin-bottom: 10px;">
      <legend>Communications Preferences</legend>
      <div class="mktoFormRow">
        <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
          <div class="mktoOffset" style="width: 10px;"></div>
          <div class="mktoFieldWrap"><label for="interestedinMonthlyMarketInsights" id="LblinterestedinMonthlyMarketInsights" class="mktoLabel mktoHasWidth" style="width: 0px;">
              <div class="mktoAsterix">*</div>
            </label>
            <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div>
            <div class="mktoLogicalField mktoCheckboxList mktoHasWidth" style="width: 330px;"><input name="interestedinMonthlyMarketInsights" id="mktoCheckbox_32724_0" type="checkbox" value="yes"
                aria-labelledby="LblinterestedinMonthlyMarketInsights LblmktoCheckbox_32724_0 InstructinterestedinMonthlyMarketInsights" class="mktoField"><label for="mktoCheckbox_32724_0" id="LblmktoCheckbox_32724_0">Send me Monthly Market
                Insights</label></div><span id="InstructinterestedinMonthlyMarketInsights" tabindex="-1" class="mktoInstruction"></span>
            <div class="mktoClear"></div>
          </div>
          <div class="mktoClear"></div>
        </div>
        <div class="mktoClear"></div>
      </div>
      <div class="mktoFormRow">
        <div class="mktoFieldDescriptor mktoFormCol" style="margin-bottom: 10px;">
          <div class="mktoOffset" style="width: 10px;"></div>
          <div class="mktoFieldWrap mktoRequiredField"><label for="iAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA" id="LbliAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA" class="mktoLabel mktoHasWidth"
              style="width: 0px;">
              <div class="mktoAsterix">*</div>
            </label>
            <div class="mktoGutter mktoHasWidth" style="width: 10px;"></div>
            <div class="mktoLogicalField mktoCheckboxList mktoHasWidth mktoRequired" style="width: 330px;"><input name="iAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA" id="mktoCheckbox_32721_0" type="checkbox" value="yes"
                aria-required="true" aria-labelledby="LbliAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA LblmktoCheckbox_32721_0 InstructiAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA"
                class="mktoField"><label for="mktoCheckbox_32721_0" id="LblmktoCheckbox_32721_0">*I Agree to be contacted by my local Investment Advisor Representative and receive marketing emails from Knights of Columbus Asset Advisors</label></div>
            <span id="InstructiAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA" tabindex="-1" class="mktoInstruction"></span>
            <div class="mktoClear"></div>
          </div>
          <div class="mktoClear"></div>
        </div>
        <div class="mktoClear"></div>
      </div>
    </fieldset>
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow"><input type="hidden" name="mIIARLPUTMParameterSource" class="mktoField mktoFieldDescriptor mktoFormCol" value="" style="margin-bottom: 10px;">
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow"><input type="hidden" name="mIIARLPUTMParameterMedium" class="mktoField mktoFieldDescriptor mktoFormCol" value="" style="margin-bottom: 10px;">
    <div class="mktoClear"></div>
  </div>
  <div class="mktoFormRow"><input type="hidden" name="mIIARLPUTMParameterCampaign" class="mktoField mktoFieldDescriptor mktoFormCol" value="" style="margin-bottom: 10px;">
    <div class="mktoClear"></div>
  </div>
  <div class="mktoButtonRow"><span class="mktoButtonWrap mktoSimple" style="margin-left: 120px;"><button type="submit" class="mktoButton">Submit</button></span></div><input type="hidden" name="formid" class="mktoField mktoFieldDescriptor"
    value="6639"><input type="hidden" name="lpId" class="mktoField mktoFieldDescriptor" value="12273"><input type="hidden" name="subId" class="mktoField mktoFieldDescriptor" value="178"><input type="hidden" name="munchkinId"
    class="mktoField mktoFieldDescriptor" value="101-VCD-610"><input type="hidden" name="lpurl" class="mktoField mktoFieldDescriptor" value="//info.kofc.org/Meet-Andrew-Weiss.html?cr={creative}&amp;kw={keyword}"><input type="hidden" name="cr"
    class="mktoField mktoFieldDescriptor" value=""><input type="hidden" name="kw" class="mktoField mktoFieldDescriptor" value=""><input type="hidden" name="q" class="mktoField mktoFieldDescriptor" value="">
</form>

POST /index.php/leadCapture/save3

<form class="mktoForm mktoNoJS" action="/index.php/leadCapture/save3" method="post">
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="FirstName">
        <div style="text-align: left;">*First Name</div>
      </label>
      <input type="text" class="mktoField mktoTextField" name="FirstName" id="FirstName">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="LastName">
        <div style="text-align: left;">Last Name</div>
      </label>
      <input type="text" class="mktoField mktoTextField" name="LastName" id="LastName">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="Email"> *Email Address </label>
      <input type="text" class="mktoField mktoTextField" name="Email" id="Email">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="Phone"> *Phone Number </label>
      <input type="text" class="mktoField mktoTextField" name="Phone" id="Phone">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="PostalCode"> *Zip Code </label>
      <input type="text" class="mktoField mktoTextField" name="PostalCode" id="PostalCode">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="localIAR"> Local IAR: </label>
      <input type="text" class="mktoField mktoTextField" name="localIAR" id="localIAR">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="koCAAInterests">
      </label>
      <input type="text" class="mktoField mktoTextField" name="koCAAInterests" id="koCAAInterests">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="iamalsointerestedindiscussing"> Additional Interests </label>
      <input type="text" class="mktoField mktoTextField" name="iamalsointerestedindiscussing" id="iamalsointerestedindiscussing">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="interestedinMonthlyMarketInsights">
      </label>
      <input type="text" class="mktoField mktoTextField" name="interestedinMonthlyMarketInsights" id="interestedinMonthlyMarketInsights">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="iAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA">
      </label>
      <input type="text" class="mktoField mktoTextField" name="iAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA" id="iAgreetoReceiveMarketingEmailsfromKnightsofColumbusAssetAdvisorsKoCAA">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="mIIARLPUTMParameterSource"> MI IARLP UTM Parameter - Source: </label>
      <input type="text" class="mktoField mktoTextField" name="mIIARLPUTMParameterSource" id="mIIARLPUTMParameterSource">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="mIIARLPUTMParameterMedium"> MI IARLP UTM Parameter - Medium: </label>
      <input type="text" class="mktoField mktoTextField" name="mIIARLPUTMParameterMedium" id="mIIARLPUTMParameterMedium">
    </div>
  </div>
  <div class="mktoFormRow">
    <div class="mktoFormCol">
      <label class="mktoLabel" for="mIIARLPUTMParameterCampaign"> MI IARLP UTM Parameter - Campaign: </label>
      <input type="text" class="mktoField mktoTextField" name="mIIARLPUTMParameterCampaign" id="mIIARLPUTMParameterCampaign">
    </div>
  </div>
  <span style="display:none;"><input type="text" name="_marketo_comments" value=""></span>
  <span class="mktoButtonWrap"><button type="submit" class="mktoButton">Submit</button></span>
  <input type="hidden" name="lpId" value="12273">
  <input type="hidden" name="subId" value="178">
  <input type="hidden" name="lpurl" value="//info.kofc.org/Meet-Andrew-Weiss.html?cr={creative}&amp;kw={keyword}">
  <input type="hidden" name="formid" value="6639">
  <input type="hidden" name="formVid" value="6639">
  <input type="hidden" name="ret" value="">
  <input type="hidden" name="munchkinId" value="101-VCD-610">
  <input type="hidden" name="kw" value="">
  <input type="hidden" name="cr" value="">
  <input type="hidden" name="searchstr" value="">
  <input type="hidden" name="_mkt_disp" value="return">
  <input type="hidden" name="_mkt_trk" value="">
</form>

<form class="mktoForm mktoHasWidth mktoLayoutLeft" novalidate="novalidate" style="font-family: Helvetica, Arial, sans-serif; font-size: 16px; color: rgb(51, 51, 51); visibility: hidden; position: absolute; top: -500px; left: -1000px; width: 1600px;">
</form>

Text Content

 * INVESTMENT QUESTIONS? CALL US NOW: (574) 274-6929


INVEST WITH INTEGRITY



MEET ANDREW WEISS, YOUR LOCAL INVESTMENT ADVISOR REPRESENTATIVE

 * Meet Andrew Weiss, an Investment Advisor Representative helping clients to
   grow their portfolios responsibly through faith-based investment strategies.
   
   
   Knights of Columbus Asset Advisors (KoCAA) can help you and your family
   pursue your financial goals using a wealth of investment products that may
   suit your life and your faith. With an investment portfolio over $28 billion
   strong and a commitment to the socially responsible investment guidelines set
   by the United States Conference of Catholic Bishops (USCCB), KoCAA offers
   clients a variety of investment products designed to assure clients that
   their personal funds are invested in companies committed to sound ethical,
   environmental, social, and corporate governance practices. We provide “value
   with values” — by helping clients grow their future with faith-based
   investing.
   
   
   
   
   OUR PORTFOLIO
   
   
   
   
   MUTUAL FUNDS
   
   Our family of mutual funds offers investors a convenient option that fully
   leverages the Knights' Catholic investment approach.
   
   SEPERATE ACCOUNT STRATEGIES
   
   For information on the possibility of a Separately Managed account, please
   contact KoCAA.
   
   MODEL PORTFOLIOS
   
   For Catholic investors looking for a comprehensive solution, we offer model
   portfolios with allocations to our screened strategies for diversification
   and USCCB compliance.
   
   TARGET DATE PORTFOLIOS
   
   For retirement investors in self-directed accounts (e.g., Traditional IRA, or
   Roth IRA accounts, etc.), we offer a sophisticated solution that
   automatically reallocates each year to an age-appropriate portfolio as you
   move toward retirement.
   
   

 * 


REQUEST A MEETING




Please fill out the form below. Required fields are marked with an *



*
*First Name




*
Last Name




*
*Email Address




*
*Phone Number




*
*Zip Code





Interests
*

Mutual FundsModel PortfoliosTarget Date PortfoliosDonor Advised Funds



*
Additional Interests





Communications Preferences
*

Send me Monthly Market Insights



*

*I Agree to be contacted by my local Investment Advisor Representative and
receive marketing emails from Knights of Columbus Asset Advisors







Submit
*First Name
Last Name
*Email Address
*Phone Number
*Zip Code
Local IAR:

Additional Interests


MI IARLP UTM Parameter - Source:
MI IARLP UTM Parameter - Medium:
MI IARLP UTM Parameter - Campaign:
Submit


FAITH GUIDES YOUR LIFE, WHY NOT YOUR INVESTMENTS?





THE GUIDING PRINCIPLES OF KNIGHTS OF COLUMBUS ASSET ADVISORS

A DESIRE TO SERVE

Service and charity are at the heart of KoCAA's parent organization Knights of
Columbus. Founded in 1882 to meet the needs of immigrants, refugees, and
families suffering from the death of a breadwinner, the Knights began as a small
service organization and has grown into a worldwide financial and charitable
organization.


A DESIRE TO FOLLOW

KoCAA's investment strategies follow the investment policies of the USCCB. There
are six major themes included in these guidelines:

 * Protecting human life
 * Promoting human dignity
 * Reducing arms production
 * Pursuing economic justice
 * Protecting the environment
 * Encouraging corporate responsibility

A DESIRE TO LEAD

Our goal is to help clients pursue financial success by providing investment
tools and guidance. Our inspired line-up of Catholic-screened investment
strategies offers investors diversity and value, as we strive to produce
competitive performance results for our clients over time.



--------------------------------------------------------------------------------





ARE YOU READY TO PLAN YOUR INVESTMENT STRATEGY?

Call now at (574) 274-6929 or Book an appointment today for investment
information, strategy planning, and more!




--------------------------------------------------------------------------------

KoCAA is a SEC registered investment adviser that maintains a principal place of
business in the State of Connecticut. For information about KoCAA's business
operations, please consult the Firm’s Form ADV disclosure documents, the most
recent versions of which are available on the SEC's Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov. Knights of Columbus Asset
Advisors, LLC, is a wholly-owned subsidiary of Knights of Columbus, the world’s
largest Catholic Lay Organization.

Copyright © 2023 Knights of Columbus Asset Advisors. All rights reserved.