CBIS Mission Statement
CBIS works in partnership with Catholic institutions to help them
achieve their financial goals through socially responsible management
of their investments.
CBIS Belief Statements
- We believe that building a relationship of trust and meeting the
investment needs of our participants are our highest priorities.
- We believe in the importance of investing ethically,
competitively, prudently and profitably, and this forms the foundation
of our investment advice.
- We believe that our commitment to fiscal and social
responsibility, arising from the religious traditions of our owners and
participants, distinguishes us.
- We believe that a diverse and talented workforce is critical to CBIS’ mission and vision.
- We believe that in order to bear witness to our values in the marketplace, we must model these values.
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