Company Information

Get to know Christian Brothers Investment Services

Founded in 1981 by the De La Salle Christian Brothers, Christian Brothers Investment Services (CBIS) is a registered investment advisor that specializes in managing globally diversified investment portfolios for Catholic institutions worldwide. The firm's mission is to align faith-based values with investment strategies, focusing on Catholic Responsible Investing (CRI). CBIS offers a range of services, including actively managed funds and customized portfolio management, all guided by principles of social and environmental stewardship, active ownership, and advocacy.

Industry

Financial InvestmentPRIMARY
Financial Insurance
Financial Other Service

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Christian Brothers Investment Services

United States

Founded in

01 Jan 1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.