Christian Brothers Investment Services, Inc. (“CBIS”) is a for-profit, SEC-registered investment adviser founded in 1981 and owned by the De La Salle Christian Brothers, a religious teaching congregation within the Catholic Church. The firm is incorporated in the United States in the state of Illinois and has offices in New York, Chicago, and San Francisco; its subsidiary, CBIS Global S.r.L., has an office in Rome, and staffing in Spain.
CBIS is a manager of managers: that is, we engage third-party institutional investment firms to actively sub-advise the assets in our portfolios. We offer two product lines: Catholic United Investment Trust (CUIT) and CBIS Global Funds plc, for Catholic institutions in select countries around the world.
CBIS has two wholly-owned subsidiaries, CBIS Financial Services, Inc. and CBIS Global S.r.L.
CBIS Financial Services, Inc. is a broker-dealer and FINRA member that primarily acts in that capacity in connection with the offer and sale of interests in CUIT.
CBIS Global S.r.L. is headquartered in Rome, Italy. CBIS Global S.r.L. provides services to the investors in CBIS Global Funds plc.
Additionally, CBIS oversees some sub-advised separate accounts.