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MFWire: Ave Maria Mutual Funds
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Schwartz Investment Counsel, Inc.
3707 West Maple Road
Suite 100
Bloomfield Hills, MI  48301
Google Maps

Main Phone: 248-644-8500
Web Site: http://www.avemariafund.com/home.htm

Mutual Fund Brand(s)
Ave Maria Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    The fund complex screens securities for its portfolios based on the religious precepts of the Roman Catholic Church.

    George Schwartz founded Ave Maria Catholic Values Fund -- the firm's first fund -- in 2001. The fund family consisted of five funds as of 2009.

    The Catholic Equity Fund merged into Ave Maria Rising Dividend Fund on March 30, 2007.
    Sponsored Opportunities

    Key People:
    Timothy Schwartz
    Treasurer, Schwartz Investment Counsel, Inc
    George Schwartz
    President & CEO, Gregory J. Schwartz & Co., Inc.
    Becky Renaud
    Gregory Schwartz
    Chairman, Schwartz Investment Counsel
    Richard Platte
    VP, Schwartz Investment Counsel
    Bob Geppner
    Director of Strategic Planning, Schwartz Investment Counsel, Inc. (advisor to the Ave Maria funds)
    Bob Schwartz
    Director of marketing, Schwartz Investment Counsel, Inc.
    Story Archive for Schwartz Investment Counsel, Inc.
    Published On Story Headline Publication
    3/27/2020 Two Leaders Rise After a Midwestern Fund Firm's Prez Retired MFWire.com
    1/9/2014 Ave Maria Promotes Six MFWire.com
    8/12/2013 Forbes Profiles a Moral Fund MFWire.com
    6/13/2013 A Religious Mutual Fund Shop Marks a Milestone MFWire.com
    1/23/2013 Gun Debate Boosts SRI Funds MFWire.com
    9/8/2011 Ave Maria Funds Sets Up Shop in Ave Maria MFWire.com
    4/13/2009 Niche and SRI Fund Stock Pickers Gain WSJ Ink MFWire.com
    9/20/2007 Checkmate for 'The Bishop' Bomber MFWire.com
    5/1/2007 Ave Maria Funds Scores a Touchdown with Its Board Recruit MFWire.com
    4/17/2007 Two Catholic Funds Become One MFWire.com
    2/12/2007 Catholic K Choices 401kWire.com
    7/7/2006 Alleluia, Short-Term Savings MFWire.com
    11/2/2005 CNBC's Kudlow Signs on with Funds MFWire.com
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