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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

No. Client assets are held by Scottrade, a custody provider independent of Apostolic Financial Advisors, LLC. Investors with existing custody arrangements simply have to enter into an investment advisory contract with Apostolic Financial Advisors, LLC and we can begin managing your account. For those who do not have a custody account, we can assist them in opening one.

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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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Speaking Engagements

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Frequently Asked Questions

Are my assets held by Apostolic Financial Advisors, LLC?

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

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