IWP Capital, LLC

What IWP Capital, LLC does

IWP Capital, LLC is a privately held, Fort Worth, Texas-based specialty investment services firm focused exclusively on Catholic values-based investing. Founded in 2010 (incorporated in 2011) by Sam Saladino, the firm serves both institutional Catholic investors (dioceses, Catholic schools, religious orders, Catholic non-profits) and individual Catholic retail investors, as well as faith-informed financial advisors serving Catholic clients.

The firm's core product is the FFV (Faith & Family Values) Scorecard, a proprietary methodology comprising 21 business involvement screens anchored in the USCCB Socially Responsible Investment Guidelines and Catholic Church doctrine. The screens are organized around five thematic pillars: protecting human life, promoting human dignity, enhancing the common good, pursuing economic justice, and environmental stewardship (saving the common global home). Annual methodology reviews maintain alignment with current Church teaching. The integrated FFV Solutions suite includes Custom Indices (bespoke faith-aligned benchmarks), the FFV Voting Policy (proxy advisory), Corporate Engagement (direct shareholder advocacy on Catholic issues), and Custom Research & Reporting.

IWP Capital monetizes through subscription-based screening and proxy advisory engagements plus project-based professional services for corporate engagement and custom research. Distribution is sales-led, relying on direct institutional outreach to Catholic organizations, advisor networks, and content marketing via annual reports and proxy reviews. The firm reports $3B in screened AUM across 334 client accounts. IWP Capital operates solely in the United States, has a headcount of 1-10, has not raised external funding, and is led by Saladino as Founder & CEO alongside Pia de Solenni (SThD, former Chancellor of the Diocese of Orange) as VP of Corporate Engagement.

Name

IWP Capital, LLC

Legal name

IWP Capital, LLC

Website

https://iwpcapital.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

IWP Capital, LLC is a privately held, Fort Worth-based specialty investment services firm that provides Catholic values-based portfolio screening, proxy advisory, corporate engagement, and custom research to institutional and retail Catholic investors using its proprietary FFV Scorecard methodology.

Ownership category

akta.pro rank

Product category

Faith-Based Investment Screening Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Catholic values screening
• Faith-based investing
• Proxy advisory services
• ESG portfolio screening
• Corporate shareholder engagement

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Screening Services: FFV Scorecard screening services for Catholic values-based investing. Includes business involvement screens, custom indices, and ongoing monitoring of portfolio holdings.
2. Proxy Advisory: FFV Voting Policy proxy advisory services helping Catholic investors make faith-informed voting decisions on shareholder proposals.
3. Custom Solutions: Corporate engagement and custom research & reporting services for specialized Catholic investment mandates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

IWP Capital provides the FFV (Faith & Family Values) Scorecard, a proprietary 21-screen Catholic values-based investment screening system, along with proxy advisory, custom indices, corporate engagement, and tailored research services for Catholic institutional and retail investors. The methodology is grounded in USCCB Socially Responsible Investment Guidelines and Catholic Church social teaching, supporting faith-aligned portfolio construction, proxy voting, and shareholder advocacy.

Product overview

IWP Capital provides a unified platform of FFV (Faith & Family Values) solutions for Catholic investors. The core product is the FFV Scorecard, a proprietary screening tool with 21 Catholic values-based screens. This core is complemented by FFV Solutions modules including Custom Indices for tailored investment benchmarks, FFV Voting Policy for proxy advisory, Corporate Engagement for shareholder advocacy, and Custom Research & Reporting for specialized analysis. The offerings are designed to work together as an integrated suite for faith-informed investment management.

Differentiator

Problem solved

Functional benefit

Brands

• FFV® Solutions: Faith & Family Values (FFV) Solutions encompass the company's proprietary screening methodology, proxy voting policy, and corporate engagement services rooted in Catholic tradition.
• FFV® Scorecard

Products and services

• FFV Scorecard Proprietary turnkey screening tool featuring 21 business involvement screens rooted in Catholic tradition to help Catholic institutional and retail investors identify companies aligned with Church teaching across human life, human dignity, common good, economic justice, and environmental stewardship.
• Custom Indices Bespoke investment indices built to FFV screening criteria for faith-aligned portfolios, providing customized benchmarks for Catholic values-informed investors.
• FFV Voting Policy Proxy advisory service providing faith-based voting recommendations aligned with Catholic social teaching, helping Catholic investors make faith-informed voting decisions on shareholder proposals.
• Corporate Engagement Direct engagement services with portfolio company management on issues of concern to Catholic shareholders, including human life, human dignity, and common good themes.
• Custom Research & Reporting Tailored research and reporting services for institutional and retail Catholic investors addressing specialized mandates and portfolio analysis needs.

Quantifiable outcome

• $3B in Screened AUM
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• U.S. Conference of Catholic Bishops (USCCB)coreStrategic or Co-development PartnerUSCCB Socially Responsible Investment Guidelines serve as the foundational framework for the FFV Scorecard methodology. IWP Capital's screens reference USCCB policy positions on human life, human dignity, common good, economic justice, and environmental stewardship.
• Pontifical Academy of St. Thomas AquinascoreStrategic or Co-development PartnerPia de Solenni, VP of Corporate Engagement, serves as a consultant member. This connection provides theological credibility and alignment with broader Catholic intellectual tradition.
• Catholic Diocese of Fort WorthminorStrategic or Co-development PartnerLeadership involvement through Sam Saladino's service on leadership committees at the Diocese, including advisory roles at Catholic institutions.
• Trinity Fiduciary PartnersminorStrategic or Co-development PartnerSam Saladino served as a Founding Member of Trinity Fiduciary Partners, providing institutional fiduciary expertise and industry relationships.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Amana Mutual Funds Trust: Amana offers Shariah-compliant mutual funds using faith-based business involvement screens. Comparable to IWP Capital as a faith-screened investment product provider, though Amana is primarily a fund sponsor rather than a screening/proxy advisor to third parties.
• Azzad Asset Management: Azzad is a faith-based investment adviser specializing in Islamic-compliant (Shariah) screening, portfolio management, and 401(k) plans. It is comparable to IWP Capital as a faith-based ESG advisory, though operating in a different denomination niche.
• Values Investing Framework (VIF) / Heartland Investor Group: Heartland Investor Group and similar values-aligned networks support faith-informed and pro-life aligned investing by religious institutions. They overlap with IWP Capital's institutional Catholic investor base and corporate engagement services, though typically more advocacy-oriented than screening-as-a-service.

Broad incumbents

• Glass Lewis & Co. Glass Lewis is a leading proxy advisory firm providing voting recommendations and policy guidelines to institutional investors. It overlaps with IWP Capital's FFV Voting Policy offering, though Glass Lewis serves secular and broad ESG mandates rather than faith-specific ones.
• Sustainalytics: Sustainalytics provides ESG ratings, screenings, and research to asset managers and asset owners worldwide. Its product portfolio overlaps with IWP Capital's FFV Scorecard screening and custom research, though Sustainalytics operates at vastly larger scale and lacks Catholic-specific doctrinal alignment.
• ISS (Institutional Shareholder Services): ISS is the dominant global proxy advisory firm offering voting policy services and ESG screening to institutional investors. Its proxy research and benchmark policy products directly overlap with IWP Capital's FFV Voting Policy and corporate engagement services, though at vastly broader scale.
• MSCI ESG Research: MSCI ESG Research provides business involvement screens, ESG ratings, and sustainability data used by institutional investors globally. Its screening and indices products overlap with IWP Capital's FFV Scorecard and Custom Indices, though MSCI serves secular ESG rather than Catholic faith-aligned mandates.

Direct peers

• Mercy Investment Services: Mercy Investment Services is the investment arm of the Sisters of Mercy, providing screened portfolio management and Catholic SRI engagement for religious congregations. Directly comparable to IWP Capital as a Catholic faith-aligned institutional investor service with proprietary screening and corporate engagement.
• Christian Brothers Investment Services (CBIS): CBIS is a Catholic values-aligned investment manager serving religious orders, dioceses, and Catholic institutions. Like IWP Capital, it screens portfolios against Church social teaching and engages companies on faith-based issues, making it the closest direct competitor in Catholic institutional money management.

Others

• Pontifical Academy for Life / Vatican-aligned investor networks: The Pontifical Academy for Life and aligned Catholic investor coalitions set Church guidance that IWP Capital's FFV methodology operationalizes. These bodies are not commercial peers but are ecosystem participants whose pronouncements directly shape IWP's product roadmap and demand profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/iwpcapital
• Xx.com/IWPCapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IWP Capital, LLC