Standard Disclosure

We do not disclose any information about our customers or former customers to unaffiliated third parties except to the extent necessary to service your account, as permitted by law. If you decide to close your account(s), we will continue to adhere to the privacy policies and practices provided in this notice. As permitted by law, we may disclose non-public personal information to affiliates of Crossmark Global Investments.

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.