Terms of Use

Educational use only

ScreenMyMoney provides information about how investments align with our interpretation of Catholic moral teaching. It is not investment, tax or legal advice and is not a recommendation to buy, sell or hold any security. Using ScreenMyMoney does not create an advisory relationship with Magnificat Asset Management; that requires a signed agreement.

Advisors

Find an advisor lists financial advisors who have a selling agreement with Magnificat Asset Management to offer its portfolios to their clients, and Magnificat Asset Management's own team. Unless an advisor's listing says otherwise, they work for their own firm, which is responsible for the advice they give; Magnificat Asset Management does not supervise them and earns fees when their clients invest in its portfolios. A listing is not a recommendation of any advisor. Check an advisor's background at Investor.gov before you decide. When you send your report to an advisor, you are responsible for choosing the right recipient.

Accuracy

We work to keep our data accurate and current, but it may be incomplete, out of date or wrong. Scores are opinions based on our published methodology. You should verify important information before acting on it. Screening a portfolio by moral criteria may affect its diversification and returns.

Acceptable use

You may use ScreenMyMoney for your own personal or professional research. You may not scrape, crawl, copy in bulk or redistribute our scores, findings or data, use automated means to access the service, or interfere with its operation, without our written permission.

Intellectual property

The site, methodology, scores and research are owned by Magnificat Asset Management or its licensors. Fund and company names are the property of their owners and are used for identification only.

No warranty; limitation of liability

ScreenMyMoney is provided "as is" without warranties of any kind. To the fullest extent permitted by law, Magnificat Asset Management is not liable for any loss arising from your use of, or reliance on, the service.

Changes

We may change these terms or the service at any time. Continued use means you accept the updated terms.

Contact

Magnificat Asset Management · 153 W Patrick St, Frederick, MD 21701 · 240-792-8180 · info@magnificatam.com

ScreenMyMoney is provided by Magnificat Asset Management for educational purposes only. It is not investment, tax or legal advice, and it is not a recommendation to buy or sell any security. Values assessments reflect our interpretation of Catholic moral teaching applied to data we believe to be reliable as of the date shown; data may be incomplete or out of date. Screening a portfolio by moral criteria may affect diversification and returns. All investments involve risk, and past performance is no guarantee of future results.