Values Investing

At MFA Wealth, our Values Investing Strategies offer our clients a different way to invest. These strategies aim to generate long-term returns while incorporating personal values. From faith-based investing to socially responsible investing, we work to provide a financially profitable solution for our clients who want an approach that aligns capital and mission.

Catholic Values Investing

MFA’s Catholic Values Investment Strategy, guided by the U.S. Conference of Catholic Bishops Catholic Framework for Economic Life¹, works to integrate investments with faith-based impact objectives. Our goal is to provide a framework for Catholic investors to integrate the mission of the Catholic Church into their financial objectives.

Environmental, Social, & Governance Investing

MFA’s ESG Investment Strategy offers our clients a means of sustainable investing that focuses on identifying companies that are stewards of the environment, that consider all stakeholders, and that demonstrate accountability, fairness, and transparency through corporate governance. Our goal is to help our clients’ to invest in a way that promotes positive returns and aligns with their personal values.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.

¹ United States Conference of Catholic Bishops, “Life and Dignity of the Human Person.”

For more than two decades, our advisors have worked to help their clients achieve financial success. MFA Wealth’s competitive advantage is based upon the following:

Personalized client service
State-of-the-art technology
Delivering a plan for lifelong financial security to our clients