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September 17, 2021

Knights of Columbus debuts program for individuals seeking faith-based investment advice

PHOTO | File image Knights of Columbus headquarters in New Haven.
By Liese Klein

Individual investors seeking a wealth-management platform that aligns with Catholic values are the target customers for a new offering from New Haven-based Knights of Columbus.

Knights of Columbus Asset Advisors (KoCAA), which manages more than $29 billion, has launched a new investment advisor representative program that gives individuals access to its faith-based strategy through trained advisors.

KoCAA President and Chief Investment Officer Tony Minopoli said, “We believe that investors do not need to sacrifice their values for performance. With the launch of the program, we are extending the opportunity set to individual investors who can access both a full-service wealth management platform and the ability to invest in accordance with their faith.”

The program is open to both Knights of Columbus members and nonmembers, Catholics and non-Catholics, with more than $10,000 to invest. Clients get access to KoCAA’s fund lineup of nine mutual funds and 85 model portfolios. The program offers competitive advisory fees, according to a statement. 

Individuals can seek advice from 100 trained KoCAA advisors across 33 states, who were overseeing approximately $28 million in assets as of Sept. 15. More than 200 financial advisors are slated to be available by the end of 2021. 

KoCAA’s profits support the Knights of Columbus, the world’s largest Catholic fraternal service organization. The Knights of Columbus world headquarters is located at 1 Columbus Plaza in downtown New Haven.

Contact Liese Klein at lklein@newhavenbiz.com.

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