Investment Management
Forever Faithful Stewardship for a Stronger Catholic Future
"Wealth and riches are in his house, and his righteousness endures forever."
– Psalm 112:3
Are you fully living the Great Commission? Answering the call of Jesus, the Catholic Legacy Foundation of Acadiana offers faith-aligned investment opportunities ensuring that Catholic institutions last
forever without compromising the values of the Church.
Catholic Socially Responsible Investing
People of faith and Catholic organizations often face challenges when investing:
- How can I earn competitive returns while aligning my investments with Catholic values?
- Can I trust that my funds are supporting ethical, faith-driven initiatives?
- What is my responsibility when others don’t prioritize faith-based investing?
By investing through the Catholic Legacy Foundation of Acadiana (CLFA), you can achieve strong financial returns while ensuring your investments uphold Catholic teachings. CLFA investments support evangelization, outreach, and faith-based financial stewardship, reinforcing the Church’s mission for generations.
All investments adhere to U.S. Conference of Catholic Bishops (USCCB) guidelines, ensuring they align with Catholic moral and social values. CLFA provides donors, parishes, schools, and ministries with Endowments, Donor-Advised Funds, Catholic Gift Annuities, and grant opportunities.
CLFA partners with Innovest, a nationally recognized investment firm, for strategic, faith-based investment solutions. Our mission maximizes investment growth for a consistent income stream that fuels grants and supports Catholic organizations.
Our Three Main Investment Objectives
- To maintain the purchasing power of your investment portfolio by maximizing capital appreciation within reasonable and prudent levels of risk.
- To provide exposure to a wide range of investment opportunities aligned with Catholic teachings and standards, while limiting risk exposure through prudent diversification.
- To control costs of administering and managing the Foundation’s investments.
Our Investment Partner:
Innovest
The Catholic Legacy Foundation of Acadiana (CLFA) has partnered with Innovest, a leading investment consultant specializing in Catholic-values-aligned investing. With $47 billion in assets under advisement, Innovest provides rigorous, forward-looking investment strategies designed to navigate all market conditions. Founded 28 years ago by two devout Catholics, the firm remains fully guided by Catholic teachings.
Unlike typical investment advisors, Innovest goes beyond portfolio screening—it also evaluates the values of investment managers to ensure full alignment with Catholic principles. Additionally, proxy voting plays a crucial role in Catholic-values investing. While most firms delegate proxy voting, often misaligning with Catholic guidelines, Innovest actively ensures all proxy votes uphold Catholic moral and social teachings.
With its philosophy of “Invested in Truth,” Innovest is the ideal advisor for CLFA. Together, we are committed to creating FOREVER VALUE for our Catholic community, ensuring that financial growth serves the Church’s mission for generations to come.
Frequently Asked Questions
Cash Equivalent Pool
An ultra conservative money market fund whose objective is the preservation of capital and ease of access to address short term cash needs while earning some income
Short Term Portfolio
Conservative investment option with a time horizon of 1 to 3 years that is ideal for immediate impact and flexibility
Mid Term Portfolio
A more moderate investment option with a time horizon of 3 to 5 years that provides a balanced approach for sustained giving over time
Long-Term Portfolio
Noted as more aggressive, this investment portfolio has a time horizon of 5 or more years and is designed for enduring philanthropic growth
Start Your Legacy Today
Are you ready to make a lasting impact through faith-driven investing?
Would you like more information on the Foundation’s investment portfolio? Contact Margaret Trahan, Executive Director, today.
Phone (337) 261-5642 | Email mtrahan@CLFAinc.org | Contact Us