Posts by Brian

Speaking Engagements

Posted by Brian Deane on Oct 25, 2013 in HomepageSlider | Comments Off on Speaking Engagements

Brian is available to speak to your parish ministry, youth group, bible study group, RCIA, Pre-Cana, or similar group on any number of topics.

Frequently Asked Questions

There is a prevailing belief among investors that ethical considerations will limit the performance of mutual funds, causing them to lag behind other actively managed funds. This sentiment is common, but also unfounded. There is substantial evidence amassing that suggests values-based screening enhances portfolio performance. For example, Domini 400 which is a screened index fund has outperformed the S&P 500 by 0.82% annualized over 20 years, from May 1, 1990 to March 31, 2010. More evidence can be seen in the Credit Suisse Most Admired Portfolio, which has offered a performance advantage over the S&P 100 benchmark by 3.3% annualized since 1983. Of course, past performance does not guarantee future results.

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Customization and transparency. Clients can choose from a number of different faith based investment philosophies that best reflect their desires. Specific guidelines with respect to their investments can be followed in order to construct portfolios which suit risk parameters. Clients have complete transparency through both Apostolic Financial Advisors, LLC and Scottrade. Real time portfolio access is provided 24 hours a day/7 days a week/365 days a year through our custody provider (Scottrade), either online or over the telephone.

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Posts by Brian

Speaking Engagements

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Catholic and SRI Business News

Frequently Asked Questions

Do “values-based” investment strategies lag traditional investment strategy returns?

What are the benefits of separate account management?

Recent Posts