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

A client enters into an Investment Advisory Contract with Apostolic Financial Advisors, LLC. We can then assist you in opening a custody account or work with your existing custodian. For more information, please contact us.

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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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Posts by Brian

Speaking Engagements

Recent Posts

Catholic and SRI Business News

Frequently Asked Questions

How do I open an account?

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

Recent Posts