Who We Are
- Largest Catholic mutual fund family in the U.S.
- 100% no-load mutual fund structure
- Advised by Schwartz Investment Counsel, Inc., founded in 1980
- Our portfolio managers and analysts average 20+ years of experience
What We Offer
- Diverse lineup of seven mutual funds
- Designed to align your financial goals with your moral beliefs
- Serving both institutional and individual investors
How We Invest
- Value-driven strategy with long-term focus
- Proprietary screening excludes companies that violate core Catholic teachings
- Equal emphasis on performance and moral responsibility
Ave Maria
Fund Family
* Prior to April 28, 2025, the Ave Maria Growth Focused Fund was named the Ave Maria Focused Fund and the Ave Maria Value Focused Fund was named the Schwartz Value Focused Fund.
Serving Our
Shareholders
- We help investors to preserve and grow their wealth without violating their moral beliefs.
- We provide PRO-LIFE, PRO-FAMILY investments that enable investors to potentially achieve strong long-term returns
- We manage money in a value-oriented manner
Assets Under
Management
