Catholic Healthcare Investment Management Company is a large advisory firm based in Clayton. It manages $27.61 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Missouri.
Catholic Healthcare Investment Management Company provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Catholic Healthcare Investment Management Company is $27.61 billion. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Catholic Healthcare Investment Management Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Raymond Impicciche has been acting as President since 1 Dec 2011. David Edward Erickson has served as the Chief Investment Officer since 1 Jan 2011. Ascension Health Alliance joined the executive team most recently as the Sole Member.
The principal office where Catholic Healthcare Investment Management Company performs its advisory services is located at 101 S. Hanley Rd., Clayton, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-733-8000 or by fax 314-733-8474. The normal business hours are 8 a.m. - 4 p.m. on Monday - Friday.