CBIS Charisms Council

Helping to Answer a Higher Calling

CBIS has always placed the highest importance on Catholic teaching and service to the Catholic market.
Over the years, we’ve come to know that ensuring an alignment of interests between CBIS and its
investors demands a two-pronged approach: Independent oversight of the traditional governance
functions and an advisory body to emphasize the firm’s applications of Church teaching.

CBIS’ Charisms Council was formed as an advisory body to review and opine on important CBIS’
initiatives that touch on the firm’s application of Catholic teaching in its investment strategies…