Steward Mutual Funds

As with the other Christian mutual fund companies with which CIS Wealth Management Group and Christian Investment Advisors collaborate, Steward Mutual Funds is also a family of faith based screened mutual funds. All of the mutual funds through Steward are chosen to go hand in hand with the Christian lifestyle, while avoiding businesses that are involved in areas that go against Christian principles and the Biblical lifestyle.

Examples of the categories for which Steward Mutual Funds screens includes companies materially involved in:

  • abortion
  • gambling
  • pornography
  • tobacco
  • alcohol

Not only does Steward Mutual Funds screen their investments, but they make it their goal to choose investments and businesses that are competitive in their rates of return. They give investors the opportunity to invest in a large range of asset classes, while promoting faith based investing by avoiding companies that possess values that are inconsistent with the Christian lifestyle. Their goal is to allow investors to find competitive mutual funds while not compromising their beliefs and personal convictions.

Capstone Asset Management Company

The Steward Family of Mutual Funds is exclusively managed by Capstone Asset Management Company. They provide fixed income and balanced investment management services meant to serve a vast array of clientele. Capstone adheres to specific investment disciplines, while continually attempting to provide the best in client satisfaction through the use of valuable professionals. The firm has a high standard of ethics they follow, including placing the client’s needs first.

Screening Process

Steward Mutual Funds incorporate various filters in their investment screening process. This allows investors to obtain mutual funds from companies that are not involved in ideals that are against Biblical principles, allowing clients to invest with their values and a consistent Christian lifestyle.

Any companies that are involved in pornography and abortion are strictly excluded. Other areas for which Steward Mutual Funds screens include businesses that are predominantly involved in alcohol and tobacco products, as well as the gambling industry. Steward Mutual Funds only incorporates avoidance screens, meaning that they screen for companies to avoid because of what they support. Steward does not dilute their investment portfolio by investing in businesses that advocate a single social or cultural issue.

To learn more about Steward Mutual Funds, visit http://www.stewardmutualfunds.com/

To learn more about Capstone Asset Management Company, visit http://www.capstonefinancial.com/

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

*All views expressed in the above information was obtained from Steward Mutual Funds and may not necessarily reflect the views of CIS Wealth Management Group, Christian Investment Advisors, Girard Securities, Inc., or their affiliates

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 Steward Funds Prospectus, which may be obtained by clicking here. The Steward Funds are 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
3700 West Sam Houston Parkway South, Suite 250, Houston, Texas 77042
(800) 262-6631 NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
Capstone Asset Planning Company is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Girard Securities.