The Office for Investment Services (OIS) works in collaboration with the Archdiocesan Investment Committee and the investment advisors to monitor the Archdiocesan investment portfolio, which includes:
- maintaining the portfolio’s allocations according to the Committee’s recommendations
- ensuring that the portfolio is compliant with the United States Conference of Catholic Bishops’ Socially Responsible Investment Guidelines
The OIS assists parishes and Archdiocesan entities with other investment-related issues.
Assistant Controller
Joseph McCormick
(215) 587-3942