Can I transfer my existing investments to Ave Maria Mutual Funds?
Yes, it is possible to transfer your existing investments to Ave Maria Mutual Funds. They allow investors to transfer their assets from other mutual fund companies or brokerage firms to Ave Maria Funds. This process is known as an "in-kind" transfer and enables you to maintain the same investments you currently hold while benefiting from Ave Maria's investment philosophy and socially responsible approach. By transferring your investments to Ave Maria Funds, you can align your investment goals with your values, as they are committed to investing in companies that adhere to Catholic values. To transfer your existing investments, you can contact Ave Maria Funds or your financial advisor for assistance and they will guide you through the necessary steps to initiate the transfer seamlessly.
Answered Nov 2, 2023
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