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CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans, pensions, and foundations. Our clients` portfolios range from all equity to all fixed income with a substantial portion being balanced with varying objectives.
MIT Federal Credit Union is a Cambridge, MA-based company in the Financial Services sector.
The Jewish Federation of Greater New Haven is a non-profit organization that funds and provides community-wide programming to aid people in need at home, in Israel, and around the world. They also support programs that enrich the Jewish community.
Capstar Leasing Inc is a Tampa, FL-based company in the Financial Services sector.