Chris McMahon's new wealth management business uses cutting-edge artificial intelligence to empower Catholic investors with transparency in their portfolios.
Fremont, CA: The wealth management (WM) sector is undergoing many transformations. New technology and the experiences of the last financial crises have impacted the expectations and tastes of new investors, who have changed the standards by which advice and investment products get provided in the market. It is more difficult for advisers to offer exceptional investment performance for their customers in today's challenging investment climate, which is defined by elevated levels of uncertainty and growing risk costs.
Aquinas Wealth Advisors, a wealth management business specializing in Catholic faith-based investing, is excited to usher in a new era of investment insights using cutting-edge technology.
"Across my career, clients have continually asked how they can best align their investments with their values, particularly among my Catholic clients," said Chris McMahon, President and CEO of Aquinas. "Now, Aquinas' state-of-the-art technology has made it easier than ever for investors to unify their deepest-held beliefs with their finances. This program empowers individuals to have a greater degree of understanding and control over where they place their money."
Aquinas has an innovative hybrid robo-advisor platform that informs clients on how publicly listed firms spend their assets. This service is free at aquinaswealth.com and requires no long-term commitment from consumers. Instead, visitors to the website are asked to submit sample data about their assets and portfolio for study by the site's software. Following a brief assessment, artificial intelligence delivers a summary of the causes and organizations sponsored by corporations in an investor's portfolio. The Faith & Finance Score is then assigned a letter grade depending on a portfolio's adherence to Catholic values and principles. Users are then asked to speak with Aquinas' advisers to discuss their circumstances and receive advice on changing their assets to match their principles better. Investors might also opt to utilize the information independently.
