FINANCIAL ADVISOR
EXAMINATION
OF CONSCIENCE

Take a moment to reflect on your advisory work. This pocket-sized Examination of Conscience supports financial advisors in pursuing faithful stewardship, consistent with Arimathea’s mission. Provide your information below to receive a complimentary copy for yourself or your advisor.

This resource is provided for educational and informational purposes only and does not constitute investment advice or a recommendation of any product or service. Receipt of this resource does not create an advisory relationship.

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.

Arimathea may provide services only in states in which it is registered and/or exempt.

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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.

Arimathea may provide services only in states in which it is registered and/or exempt.