*Information sourced from the Knights of Columbus 2024 Year in Review
Knights of Columbus Asset Advisors (“KoCAA”), Knights of Columbus Charitable Fund (“KCCF”), and Knights of Columbus (“KofC”) are entities that each provide separate and distinct products and services. KofC is not recommending or endorsing KoCAA or KCCF. KofC and KCCF are not Registered Investment Advisers and do not provide investment advice. Persons interested in KoCAA’s investment advisory services should contact KoCAA directly. Neither KoCAA nor KCCF offers insurance, and all insurance related inquiries should be directed to KofC. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only.
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure. KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit http://KoCAA.com or write to kofcfunds@kofcassetadvisors.org.
Knights of Columbus Charitable Fund (“KCCF”) and Knights of Columbus (“KofC) are entities that provide separate and distinct products and services. Knights of Columbus does not have a Donor Advised Fund Program. KCCF does not provide insurance to members. Persons interested in a donor advised fund should contact KCCF directly. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. For advice concerning your individual circumstances, consult your professional attorney, tax advisor, or accountant. This information is intended for current or prospective investors in the U.S. only.
KCCF is an independent, nonprofit, public charity with a donor-advised fund program. Various entities affiliated with KofC provide certain investment management and administrative services to KCCF. Knights of Columbus Asset Advisors serves as the investment manager of KCCF, and the assets are invested in investment funds managed by KoCAA. The value of an invested donation will fluctuate over time and may gain or lose money. For additional information visit knightscharitable.org.
KofC offers life insurance, annuities, long-term care insurance and disability income insurance products. For costs, terms, conditions and complete details regarding these products, please contact your agent directly or the KofC office at 1-800-380-9995. Products may vary by state. Insurance solutions are available to eligible KofC members in the U.S. and Canada. Knights of Columbus is located at: One Columbus Plaza, New Haven, CT 06510. KofC is not authorized to give financial planning, legal or tax advice.
