Positioned for the Future

2010 was a busy and promising year. The financial markets extended their recovery from the 2008/2009 financial crisis, giving us all a bit more breathing room to pursue our longer-term visions and goals, and enabling us to look to the future with more hope and enthusiasm than was possible just a few years ago. While we changed locations and made a number of other significant changes at the organizational level, they all serve to advance the primary elements that define our mission: listening to your requests and concerns, responding to your needs, enhancing our ability to be of service whether your organization is large or small, and helping you achieve your financial goals in a way that respects and integrates the teachings of our shared Catholic faith. During 2011, we will continue to listen to your ideas and concerns, seek to better understand your needs, and strive to develop and implement innovative and effective solutions that meet those needs. Our business is about you. That’s the way it has been since 1981 and it’s the one facet of our work that will never change.

Michael W. O’Hern, FSC Michael W. O’Hern, FSC Michael W. O’Hern, FSC
President & Chief Executive Officer
Kathleen M. Almaney Kathleen M. Almaney Kathleen M. Almaney
Board Chair