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The financial advisors listed in this newsletter have earned the Arimathea Accredited Advisor (AAA) distinction based on their demonstrated commitment to Catholic social teaching in their professional practice. This recognition reflects alignment with principles of ethical stewardship and moral responsibility in financial services but does not constitute an endorsement, recommendation, or guarantee of any advisor's qualifications, services, investment strategies, or performance.
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, which 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.
Investors are encouraged to perform their own due diligence when selecting a financial advisor. Past performance is not indicative of future results, and no assurance is given that any investment strategy will be successful. This communication is for informational purposes only and should not be construed as investment advice.
Advisory services are 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 subadvisor to manage investments in your account may result in investments, recommendations, or advice that are not solely focused on maximizing financial return.
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