Steward Mutual Funds

How to Invest

Value-based Investing

The following are applications:

Coverdell ESA Application (PDF)
Simple IRA Application (PDF)
Traditional IRA Application (PDF)
Roth IRA Application (PDF)
Steward Funds Standard Application (PDF)

If you are currently working with a Financial Advisor please ask your advisor to contact Scott Wynant at 713.243.6711, Danielle Frazier at 713.243.6707 or Rob Karisch at 713.243.6732 for more information.

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 W. Sam Houston Parkway South, Suite 250 Houston, Texas 77042
(800) 262-6631

NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE