Get your free St. Joseph of Arimathea prayer card
St. Joseph of Arimathea, ora pro nobis.
St. Joseph of Arimathea, ora pro nobis.
Select from these specialists to meet your goals for faithful investing.
Bilingual, Financial planning, Investment management, Retirement transition, Education planning, Life insurance, Disability insurance
Financial planning, Bitcoin financial services, Small business retirement plans
Tax planning, Estate planning
Executive benefits planning, Tax planning, Retirement transition
Investment management, Financial planning, Retirement transition, Wealth & Relationship strategy, Charitable giving, Private capital & Venture capital investing
Estate planning, Real estate, Income planning
Beginning career & Young family, Business owners, Entrepreneurs, Retirement transition, Student loan advising, Insurance planning
Financial planning, Investment management, Cash flow planning, Retirement transition, Education planning, Insurance planning, Estate planning, Tax planning, Business owners, Mid-career professionals
Arimathea Investing is an asset management firm whose mission is helping Catholics invest without compromise of conscience.
You can learn more at the firm’s homepage.
Our AAA network consists of carefully vetted professionals who understand our approach and share our commitment to faithful investing. We invite you to select an advisor in the next week who most resonates with you and schedule a free initial consultation. That expert will recommend the best path forward for your specific situation and personal goals.
You don’t need to fire your advisor! We offer all advisors different levels of services so they can support Catholic clients like you. Please introduce them over email to our advisor lead, Deacon Daren Bitter at daren@arimatheainvesting.com so we can set them up. Note you are still welcome to contact any of our AAA experts to ensure your faith-based research frequency & depth, corporate engagement, and returns align with your intentions.
You are still encouraged to contact any AAA expert for free to learn more about Arimathea’s returns net of fees and products custom-built for Catholics. Arimathea’s services ease the work of faith-aligned equities research, corporate engagement, and competitive portfolio construction. Additionally, Arimathea is building a digital advice platform where investors can self-direct their investments with Arimathea’s products. For exclusive early access, contact Arimathea’s president, Andrew DeBerry at andrew@arimatheainvesting.com.
Yes. If you and your advisor feel you are a good mutual match, you can set up next steps. If you want to explore other advisors, you can reach out to other certified advisors.
When you set up a call, you are invited to answer in the form questions about your goals and why you are interested in Arimathea’s investing strategies. That will guide your intro conversation with your certified advisor.
Advisory services offered through Arimathea, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training. Investments are subject to market risks, including possible loss of principal. Aligning investments with Catholic values does not guarantee financial returns. Please consult a financial advisor to assess your individual risk tolerance.
Incorporating a social objective into discretionary investment decisions, recommendations, advice, or through the selection of a third-party manager or subadviser to manage investments in regard to your account may result in investments or recommendations or advice that are not solely focused on maximizing a financial return for your account.
After the successful completion of the AAA curriculum, in addition to an ongoing membership fee, Advisors obtain AAA credentials. Arimathea receives compensation from AAA advisors for introductions. This may create a conflict of interest. You are under no obligation to work with any introduced advisor. Some advisors may engage Arimathea for asset management services, from which Arimathea receives compensation.