Investment Products

Catholic Financial Services Corporation functions as a limited broker dealer and distributes securities products; including variable life insurance, variable annuities, mutual funds and 529 college savings plans. 

Catholic Financial Services Corporation* offers mutual funds through direct relationships with the following fund companies:

  • American Funds 
  • Aquinas Funds
  • Ave Maria Funds
  • Black Rock Investments
  • Calamos Investments
  • Calvert Investments
  • Epiphany Funds
  • Fidelity Investments
  • Franklin Templeton Funds
  • Hartford Mutual Funds
  • MFS
  • Oppenheimer Funds
  • Putnam Investments
  • The Timothy Plan
  • Wells Fargo Advantage Funds

Catholic Financial Services Corporation* offers the following 529 College Savings Plans:

  • Black Rock College Advantage
  • Bright Start
  • CollegeAmerica
  • DC 529 College Savings Program
  • EdVest
  • Fidelity Advisor 529 Plan
  • Franklin Templeton 529 College Savings Plan
  • John Hancock Freedom 529 Plan
  • Lone Star 529 Plan
  • MFS 529 Savings Plan
  • Putnam CollegeAdvantage 
  • The Hartford Smart 529 Plan
  • Tomorrow's Scholar
Catholic Financial Services Corporation* offers access to variable life insurance and variable annuities through the following firms:
  • Ameritas Life
  • Hartford
  • ING
  • Jackson National Life
  • John Hancock Life Insurance
  • Lincoln Financial Group
  • Lincoln Benefit Life
  • Prudential Variable Universal Life
 
* Securities are offered through registered representatives of Catholic Financial Services Corporation, 1100 W. Wells St., Milwaukee, WI 53233, (414) 278-6550, www.catholicinvestor.com, 
Catholic Financial Life's affiliated broker-dealer; which is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

 

 

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Catholic Financial Life
1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266

 

Hours: (Central Time)
8am-4:30pm M, T, Th, F
8am-8pm Wednesdays
service@catholicfinanciallife.org

Catholic values in action.