The Catholic Foundation of Southwest Iowa recognizes stewardship of the assets entrusted to us as one of our most important responsibilities. As a Catholic charity, we adhere to principles of selecting investments consistent with Catholic values and maintaining the highest standards of operational excellence.
Professional investment counsel manages and invests the assets of the Catholic Foundation and provides audited annual financial statements.
We invite you to review our most recent Independent Auditors Report here.
Assets Under Management: $74 million (as of August, 2018)
Number of Funds Under Management: 85
Investment Portfolio Returns: As of June 30, 2018
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