The Capstone Church Capital Fund - Capstone Asset Management


 



THE CAPSTONE CHURCH CAPITAL FUND IS COMMITTED TO PROTECTING YOUR PRIVACY

The Capstone Church Capital Fund (the “Fund”) appreciates the privacy concerns and expectations of our customers. We are committed to maintaining a high level of privacy and confidentiality when it comes to your personal information and we use that information only where permitted by law. This privacy policy contains information about how we fulfill this commitment to you. In compliance with government regulations, we provide this notice annually.

OUR COMMITMENT TO YOU

  • We value the trust of our customers and will continue to recognize the importance of holding your personal financial information as confidential.
  •  We will use information responsibly in order to protect you from fraud, offer you improved
    products and services, and comply with legal obligations.
  •  We will maintain accurate customer information and respond promptly to customer requests to correct information.
  •  We will require companies with which we do business to use our customer information
    appropriately and to safeguard the confidentiality of such information.

THE CAPSTONE CHURCH CAPITAL FUND COLLECTS INFORMATION THAT MAY INCLUDE:

  • Information that we receive from you personally on applications, forms, or other
    correspondence, such as your name, address, phone number, social security number, and email address.
  • Information about your transactions with us, such as your account holdings and transaction history.

DISCLOSURE OF INFORMATION

We do not disclose any Information about our customers or former customers to third parties
except to the extent necessary to service your account, as permitted by law.

WE PROTECT NON-PUBLIC PERSONAL INFORMATION ABOUT FORMER CUSTOMERS

If you decide to close your account(s), we will continue to adhere to the privacy policies and
practices provided in this notice.

WE HAVE SAFEGUARDS IN PLACE

We have safeguards in place to protect the confidentiality, security and integrity of your non-public personal information. We restrict access to non-public personal information to those who need to know that information in order to service your account. We maintain physical, electronic and procedural safeguards that comply with government requirements to guard non-public personal information.

We appreciate the opportunity to serve your investment needs. We pledge to follow the policies,
safeguards and guidelines as described in this notice, and to protect the confidentiality of your
information. Your relationship is very important to us, and we will take great care to honor these
commitments to you. Thank you for choosing the Steward Funds.


For more information about the Capstone Church Capital Fund’s privacy notice, please call 1-800-262-6631


Capstone Church Capital Fund distributed by Capstone Asset Planning Company, Inc.
(Member FINRA)

 

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Copyright © 2010 Capstone Asset Planning Company

There is no assurance that the Fund will achieve its investment objective. You should carefully consider the risks of investing in the Fund, including the fact that the Fund may invest all or a substantial portion of its assets in publicly offered mortgage securities for which there is no active trading market. Other principal risks of the Fund include liquidity risk, market risk and credit risk. Please see the Fund’s prospectus for more information about risks associated with investment in the Fund.

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing.  This and other information is contained in the fund’s prospectus, which may be obtained by clicking here. This fund is available only in the United States, and may not immediately be available in your state of residence. Please read the prospectus carefully before you invest or send money.

Distributed by Capstone Asset Planning Company, (Member FINRA)
5847 San Felipe, Suite 4100, Houston, TX 77057
(800) 262-6631