Recommendations are based only upon the objective to protect and enhance the wealth of investors.

Recommendations are designed to prioritize shareholder returns and implement industry-standard governance practices.

Recommendations consider industry-standard stewardship and governance practices as important drivers of returns.

Recommendations comply with the principles of the United States Conference of Catholic Bishops (“USCCB”).

Recommendations promote labor interests as well as environmental, social, and governance goals.

While most find our off-the-shelf policies sufficient, we can create a custom policy to meet your unique needs.