KoCAA IAR’s will not accept trade requests via e-mail or voicemail. Trade requests must be made verbally, either over the phone or in person. We will facilitate the execution of trades as quickly as possible. KoCAA cannot guarantee trades will be executed on the same business day.
If you would like to reach out to my Supervisor directly with any questions or comments you may do so by writing to our “IAR Supervisor Group. One Columbus Plaza, 19th Floor. New Haven, CT 06510”. Additionally, you may also contact my Supervisor by emailing kofcfunds@kofcassetadvisors.org. Please include the name of your Investment Adviser Representative in your message.
This communication is provided by Knights of Columbus Asset Advisors, LLC (KoCAA) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this communication is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax, or legal advice.
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. KoCAA is a wholly owned subsidiary of Knights of Columbus, one of the world’s largest Catholic Lay Organizations. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit KoCAA.com. Investment related information is intended for current or prospective investors in the U.S. only.
Life insurance, annuities, long-term care insurance and disability income insurance products are offered through Knights of Columbus, One Columbus Plaza, New Haven, CT 06510. For costs, terms, conditions and complete details regarding these products, please contact your agent directly or the KofC Insurance office at 1-800-380-9995. Products may vary by state. Insurance solutions available to eligible members of the KofC in the U.S. and Canada.
Knights of Columbus representatives are not licensed to provide specific legal and/or tax advice. Before purchasing one of our products or making a withdrawal, surrender, exchange, transfer, or other change to an existing insurance or annuity contract, always consult with your personal legal and/or tax professional to discuss how this will affect your specific financial situation.
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