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Creative Planning Creates New Catholic Focus Investment Option

Last Updated
September 01, 2022

Creative Planning has launched a Catholic Focus offering – providing the opportunity to align a client’s financial plan and investment strategy with their Catholic values, as desired.

This new option allows clients to incorporate their religious values into a number of areas, including: investing, charitable & legacy giving, estate planning & donor-advised funds, medical & healthcare directives and end-of-life planning. Creative Planning’s team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and attorneys will work together to design a financial strategy and an investment portfolio for those seeking to meet their goals, while connecting with their Catholic values.

Creative Planning President & CEO Peter Mallouk said, “We are excited to put into practice an offering that was inspired by our clients, providing an opportunity to align their religious values with their financial choices.”

When it comes to building and maintaining the Catholic Focus investment portfolios, all candidate companies are vetted via an in-depth screening process. The principles of Catholic Social Doctrine are used to examine the way companies treat their workers, the assets or services they provide, and how companies use their wealth. Additionally, all candidate companies are evaluated for adherence to Catholic values by both Deacon Frank Reilly of Creative Planning and Theologian Dr. Terence McGoldrick to help Creative Planning curate tailored Catholic values-based stock portfolios for this client segment.

“Over the last 40 years as I’ve gotten to know each of my clients and help them build comprehensive wealth-building strategies, there have been times when the topic of beliefs and values comes up,” said Deacon Frank Reilly. “I’m excited to be a part of the Creative Planning family and begin incorporating Catholic values-driven and socially conscious strategies into our Catholic Focus clients’ plans.”

About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises on over $225 billion in assets across all 50 states and 65 countries, as of December 31, 2021.

Creative Planning’s Catholic Focus offering strives to follow the guidelines set forth by the US Conference of Catholic Bishops. The main principles – protecting human life, promoting human dignity, reducing arms production, pursuing economic justice, protecting the environment, and encouraging corporate responsibility – shape our Catholic Focus offering. Please note that different types of investments involve varying degrees of risk and there is no assurance that past performance will be indicative of future results.

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