For Lenders

Values-Aligned Mortgage Investing

The Capstone Stewardship Extension Fund (CSEF), managed by Capstone Asset Management, helps facilitate the work of Canadian Christian churches, charities, schools, and non-profit organizations by raising capital to provide mortgage financing for these groups.

Established in 2004, Capstone Asset Management is an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer serving clients in Canada and internationally. The values of Integrity, Excellence, Contemplation, Service, and a Biblically Informed approach form the foundation of Capstone’s business decisions and practices.

Capstone Stewardship Extension Fund is offered as the Capstone Stewardship Extension Trust (a mutual fund trust suitable for all registered and non-registered account types) and the Capstone Stewardship Extension LP (a limited partnership suitable only for non-registered accounts).

This Fund may be suitable for investors who:

    • are looking for their investment to support the ministries of Christian organizations by providing mortgage financing
    • are looking to generate a modest return from interest income
    • are looking for a low level of risk

Capstone Stewardship Extension Trust and Capstone Stewardship Extension LP are offered through Capstone Asset Management Inc. to qualified investors under the Offering Memorandum exemption or other exemptions from prospectus requirements as may be available in the investor's jurisdiction of residence. The Subscription Documents and Offering Memorandum should be read carefully as they contain important facts about risks, liquidity, fees, and expenses. Past performance may not be repeated.

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Capstone Stewardship Extension Fund
Capstone Stewardship Extension Fund

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