Catholic Values Endowment Advisory Group

The firm targets Catholic dioceses, religious orders, Catholic universities, hospitals, and high-net-worth families seeking endowment management aligned with Catholic teachings. It functions as an outsourced chief investment office (OCIO) for these institutions (per public record).

CVEAG uses screens that exclude companies involved in abortion, contraception, embryonic stem cell research, weapons, and fossil fuels. It also includes positive screening for investments in renewable energy, affordable housing, and community development (per public record). The firm applies the United States Conference of Catholic Bishops' Socially Responsible Investing Guidelines.

The firm acts as an advisory OCIO, recommending asset allocation, manager selection, and portfolio construction without necessarily holding direct custody of assets. Clients retain ownership of their portfolios while CVEAG provides ongoing investment guidance (per public record).

CVEAG advises on a diversified mix of public equities, fixed income, private equity, real estate, and infrastructure. The firm tailors allocations to each client's liquidity needs and return objectives, applying Catholic screens across all asset classes (per public record).

Publicly available information does not name specific principals or their professional histories at CVEAG. The firm's advisory approach draws on experience in endowment management and Catholic institutional investing (per public record).

Unlike secular OCIO firms that apply generic ESG criteria, CVEAG exclusively uses Catholic social teaching as its investment framework. This includes doctrinal prohibitions on abortion, contraception, and weapons, as well as affirmative support for Catholic social services (per public record).

The firm is registered as an investment advisor under the name Catholic Values Endowment Advisory Group LLC. Registration details are available through the SEC's Investment Adviser Public Disclosure (IAPD) database (per public record).