FINANCIAL INFORMATION

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.

Current Financials (as of Sept. 30, 2020)

Assets under management:

Number of funds under management:

Investment Portfolio Returns:

$95.38 million 

113

as of Sept. 30, 2020

Investment Consultants

Graystone Consulting - a Business of Morgan Stanley

505 Market St Ste 300, West Des Moines, IA 50266

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Jonathan Swanson, CAIA
Institutional Consultant

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Rachel Stauffer, CFA
Institutional Consultant

Financial Advisors

Morgan Stanley Wealth Management

801 Grand Avenue, Suite 3800

Des Moines, IA 50309

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Spencer Cox
Financial Advisor