ADVISORS | INSTITUTIONS | INDIVIDUALS
Invest Well, Do Well, and Protect Your Values
More to Believe In.
Magnificat partners with financial advisors and institutions to provide investment portfolios aligned with Catholic values.
Our thoughtful investment process demonstrates that a commitment to Catholic values and pursuit of long-term investment results can work together. In addition to values-aligned investing, Magnificat helps investors do more good, because we give 10% of our revenue directly to charities.
Our Approach to Strategic Investments
A focused process. A higher purpose.
1. High Quality
A universe of stocks, mutual funds and ETFs are assessed through a principles-based decision framework grounded in institutional philosophy, consistent performance, profitability and operational discipline. The reduced universe is then screened accordingly, below.
2. Values Screen
Our values screen is applied to the high quality universe, and it includes data-driven analysis, aiming to include investments that align with biblical values and Catholic social teaching. Rather than depending on generic ESG metrics, our framework prioritizes companies that aim to respect human dignity and care for creation, aiming to result in top-quality investment portfolios.
3. Relative Strength
Portfolio holdings are continuously assessed against peers and market benchmarks. And this data is monitored. Positions are adjusted based on relative strength, sector performance, and established guidelines.
4. Positive Trends
Our selections and monitoring process targets market sectors and stocks with the potential for strong upward momentum by analyzing various key indicators. This approach helps us uncover opportunities that may further bolster portfolio performance.
FAITH-CONSCIOUS ASSET MANAGEMENT
Who we serve
Advisors
Grow your practice by helping more clients align their investments with what matters most.
Institutions
Bring greater clarity and alignment between your mission, your investment policy, and your portfolio.
Individuals
Your faith shapes what matters most. Your investments can reflect those values, too.
Contact us today.
Learn how you can pursue competitive results while also impacting the world for good. That’s a story worth celebrating.
Full Release Winter 2026
© 2026 Magnificat™ Asset Management
All investments involve risk, and past performance is no guarantee of future results. Investment strategies are offered through Turning Point Financial, a Registered Investment Advisory firm.153 W Patrick St, Frederick, MD 21701