KoCAA Investment Advisor Representative Program
New program launches with over 100 investment advisor representatives across 33 states overseeing approximately $28 million in assets.
Knights of Columbus Asset Advisors (KoCAA) has launched its new, organically developed investment advisor representative (IAR) program, which allows clients to align their finances with their faith. Launched in 2014, after over a century of service to its parent organization Knights of Columbus (K of C), KoCAA currently manages over $29 billion for institutional investors and high net worth investors. The new IAR program offers individual investors access to this faith-based investment approach.
Clients of the new program will have access to KoCAA’s exclusive fund lineup, which is the most diversified and largest total number of funds available within the Catholic values space — totaling nine mutual funds and over 85 model portfolios. KoCAA is committed to working with clients that have over $10,000 to invest, including K of C members and nonmembers, as well as Catholics and non-Catholics. In addition to its breadth of investment choices, the IAR program offers competitive advisory fees.
“We believe that investors do not need to sacrifice their values for performance,” said Tony Minopoli, KoCAA’s president and chief investment officer. “With the launch of the program, we are extending the opportunity set to individual investors who can access both a full-service wealth management platform and the ability to invest in accordance with their faith so they can be secure in the knowledge that their investments firmly support what they believe in.”
As of Sept. 15, 2021, KoCAA has over 100 advisors across 33 states overseeing
approximately $28 million in assets. Each Advisor is registered to provide investment advice and has completed a rigorous, multi-step training process and many have been serving members’ needs with other financial services for years. The firm’s goal is to employ 200 financial advisors by the end of 2021.
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