The Catholic Foundation of Southwest Iowa recognizes stewardship of the assets entrusted to us as one of our most important responsibilities. As a Catholic charity, we adhere to principles of selecting investments consistent with Catholic values and maintaining the highest standards of operational excellence.
We invite you to review our most recent Independent Auditors Report here.
Financial Advisors and Investment Consultants
Graystone Consulting - a Business of Morgan Stanley
505 Market St Ste 300, West Des Moines, IA 50266
Jonathan Swanson, CAIA
Rachel Stauffer, CFA