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Cbis Financial Services, Inc.




Cbis Financial Services, Inc is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Cbis Financial Services was established in 1981 by the Brothers of the Christian Schools, widely known as the De La Salle Christian Brothers, to provide trusted socially responsible investment management services exclusively to Catholic organizations. CBIS has grown steadily because it has struck a responsive chord with Catholic organizations which seek to align their mission with their investments and unify faith and finance.
 
Christian Brothers Investment Services, Inc. is the leader in Catholic socially responsible investing with more than $4 billion in assets under management and over 1,000 institutional Catholic clients worldwide, including dioceses, religious institutes, educational institutions and health care organizations. CBIS’ unique understanding of the financial needs of Catholic organizations and their retention of best in class institutional managers for their diverse range of equity and fixed income programs produces competitive investment returns and unifies faith and finance.
 
Their disciplined socially responsible investing program combines principled purchasing decisions and active ownership in order to encourage companies to become better, more responsible corporate citizens. The company’s active ownership strategy includes proxy voting, dialogues with company management, and filing shareholder resolutions to promote social and environmental change as well as ethical corporate governance.
 
As a manager of managers, CBIS hires institutional investment management firms to manage their institutional funds and separately managed portfolios. Their overall approach to hiring and managing the managers is guided by their investment philosophy. They believe that investment in high quality securities best captures the performance of a targeted asset class, and best achieves their clients’ long term investment objectives.
 
The Company  provides a full range of services as part of its standard package; Investment consultant assigned to your relationship, Clear and concise monthly statements, Individual proxy voting report, Account in nominee form instead of street name, Unitized accounting available for qualified accounts, and Fiscal year end statement for audit purposes. 

CBIS works in partnership with Catholic institutions to help them achieve their financial goals through socially responsible management of their investments.

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