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Serving our client family since 1978.
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.
Valley Bank and Trust is one of the leading providers in Financial Services. It is based in Broomfield, CO. To find more information about Valley Bank and Trust, please visit www.valleybankandtrust.com
Cars Alabama is a Birmingham, AL-based company in the Financial Services sector.
Self Reliance New York Federal Credit Union is a New York, NY-based company in the Financial Services sector.