About Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors is a Financial Services company based in New Haven (United States). Faith-based investment solutions are provided by this asset advisor. It operates on a Professional Services model. Knights of Columbus Asset Advisors offers products and services including Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds. Its focus areas include Financials, Asset Management and Investment Advisory Services. Its legal entity is BOSTON ADVISORS LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Investment products aligned with Catholic values are offered by Knights of Columbus Asset Advisors. Services including mutual funds, separate accounts, model portfolios, target date portfolios, and donor-advised funds are managed for clients. The firm operates with a portfolio worth over 29.5 billion and adheres to guidelines set by the United States Conference of Catholic Bishops. Sectors served include individual and institutional investors seeking faith-based financial solutions.
- Headquarters New Haven, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bostonadvisors.com
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- Legal Name Boston Advisors Llc
Products & Services of Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors offers a comprehensive portfolio of products and services, including Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds.
Investment funds are managed for diversified client portfolios.
Customized investment accounts are provided for individual clients.
Pre-designed portfolios are offered for various investment goals.
Retirement-focused portfolios are adjusted based on target dates.
Charitable giving funds are managed for faith-based investors.
Competitors of Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Knights of Columbus Asset Advisors
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Top companies in Investment Banks
3 companies that operate in the same segment as Knights of Columbus Asset Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Knights Of Columbus Asset Advisors
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Frequently Asked Questions about Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors is headquartered in New Haven, United States. It is registered at New Haven, Connecticut, United States.
Investment products aligned with Catholic values are offered by Knights of Columbus Asset Advisors. Services including mutual funds, separate accounts, model portfolios, target date portfolios, and donor-advised funds are managed for clients. The firm operates with a portfolio worth over 29.5 billion and adheres to guidelines set by the United States Conference of Catholic Bishops. Sectors served include individual and institutional investors seeking faith-based financial solutions.
Knights of Columbus Asset Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Knights of Columbus Asset Advisors offers Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds.
Knights of Columbus Asset Advisors operates through Boston Advisors Llc.