A complete list of active advisors currently associated with Caritas Investment Advisors LLC

Warmer can help you find a great advisor at Caritas Investment Advisors LLC or one who fits your needs even better.

The firm is a state-registered investment adviser that provides continuous, discretionary portfolio management and investment supervisory services to individuals as well as a range of nonprofit and institutional clients, including charitable organizations, college and university endowments, and public pension funds. Its brochure notes that it also manages retirement-plan assets (pension, profit-sharing and 401(k) plans) and reported managing approximately $14.5 million in client assets as of March 16, 2022. The firm’s investment approach emphasizes low-cost, passively managed ETFs and diversified asset-allocation models, with portfolio construction informed by fundamental, technical, quantitative and qualitative analysis. Tactical elements — including conservative option strategies (primarily Level 1 covered-call writing), occasional short sales or margin use, and implementation through Schwab Institutional model/“robo” portfolios — are deployed to manage volatility and align portfolios with client objectives. What distinguishes the firm from many peers is the combination of serving institutional clients while operating as a small, state-registered advisory practice and the principal’s separate role as a licensed residential real estate agent affiliated with a broker, a relationship the brochure discloses and addresses through written conflict-management procedures. The brochure also emphasizes an explicit preference to use only very low expense-ratio ETFs (generally 0.25% or less) and a stated avoidance of higher-fee mutual funds, which the firm presents as part of its implementation and cost-control stance.

To learn more about the advisors currently working at Caritas Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.