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 Dec. 31, 2020)

Assets under management:

Number of funds under management:

Investment Portfolio Returns:

Quarterly Investment Meeting Recap:

Financial Advisors and Investment Consultants

Graystone Consulting - a Business of Morgan Stanley

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

Jon 1 bw

Jonathan Swanson, CAIA
Institutional Consultant

Rachel's Pic 2014 bw

Rachel Stauffer, CFA
Institutional Consultant