Christian Brothers Investment Services, Inc. (“CBIS”) and CBIS Financial Services, Inc. (“CBISFS”) have adopted this Privacy Policy to set forth the principles we will follow in safeguarding information about our participant organizations (“Participants”). CBIS is an investment adviser registered under the Investment Advisers Act of 1940; CBISFS is a broker-dealer registered under the Securities Exchange Act of 1934.

We believe that privacy is important to all of our Participants and we are committed to maintaining the confidentiality and security of our Participants’ information. Therefore, we shall protect information about our participants by maintaining physical, electronic and procedural safeguards that meet or exceed those required by law.

  1. All CBIS employees may have a need to know the information to provide services to our Participants and therefore will have access to this information.
  2. We shall not disclose information about our Participants to external organizations unless authorized by our Participants, required by law or necessary to provide our services to our Participants.
  3. We shall not sell information about our Participants to anyone.
  4. We shall treat information about former Participants in the same manner we treat information about current Participants.
  5. If CBIS or CBIS-FS begins to offer services to clients other than institutions, this policy shall be reviewed and revised to address compliance with Regulation S-P of the Securities and Exchange Commission regarding nonpublic personal information of consumers and customers.

Use of Cookies

This website uses cookies to better the users experience while visiting the website. Where applicable this website uses a cookie control system allowing the user on their first visit to the website to allow or disallow the use of cookies on their computer / device. This complies with recent legislation requirements for websites to obtain explicit consent from users before leaving behind or reading files such as cookies on a user’s computer / device.

Cookies are small files saved to the user’s computers hard drive that track, save and store information about the user’s interactions and usage of the website. This allows the website, through its server to provide the users with a tailored experience within this website. Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and its external serving vendors.

This website uses tracking software to monitor its visitors to better understand how they use it. This software is provided by Google Analytics which uses cookies to track visitor usage. The software will save a cookie to your computers hard drive in order to track and monitor your engagement and usage of the website, but will not store, save or collect personal information. You can read Google’s privacy policy here for further information [ http://www.google.com/privacy.html ].

Other cookies may be stored to your computers hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.