Knights of Columbus Asset Advisors LLC (“KoCAA”) is registered as an investment adviser with the U.S. Securities and Exchange Commission. KoCAA recognizes the importance of protecting your consumer privacy and personal information when you visit its website at  www.kofcassetadvisors.org (the “Website”). The following information is designed to help you understand the information collection practices at this Website.

By visiting this Website, you are accepting the practices described in this Privacy Policy. If you do not agree to this policy, please do not use this Website. Please review the Terms and Conditions to learn of other terms and conditions applicable to your use of this Website.

By visiting this Website, you are accepting the practices described in this Privacy Policy. If you do not agree to this policy, please do not use this Website. Please review the Terms and Conditions to learn of other terms and conditions applicable to your use of this Website.

Consider the funds' investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the funds' full or summary prospectuses, which can be obtained by calling (866) 692-8119 or by visiting www.kofcassetadvisors.org. Please read the prospectus carefully before investing.

Investing involves risk.

Knights of Columbus Asset Advisors LLC, an SEC-registered investment advisor, serves as the investment advisor to each of the Knights of Columbus mutual funds. The Knights of Columbus mutual funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Dr, Oaks, PA 19456), which is not affiliated with Knights of Columbus Asset Advisors or any of its affiliates.

Privacy Policy
Maintaining your privacy is important to establish trust in your interaction this Website. At the same time, it's important for us to understand how you interact with the Website, so we can understand your needs better. Part of this process may include collecting certain information about you, including through customer service forms.

The Website does not collect any personal identifying information about individuals except when required by applicable law or regulation or when actively provided by such individuals. Any personally identifiable information you submit to our Website is used only to service your account and/or to provide you with information on KofC AA products and services. The types of personal information that may be collected at our Website include:

  • Full name
  • Home/work/fax telephone numbers
  • Address
  • E-mail address,
  • Knights of Columbus membership status, and
  • Preferred method of contact (if appropriate).

KofC AA will not release any of said information about you in violation of this Privacy Policy.

What Information the Knights of Columbus Asset Advisors Collects
KofC AA two types of information about people who visit our site: data you provide through voluntary contact and customer service forms; anonymous traffic and survey information.

Web Usage Information
KofC AA collects information on the usage of the Website and the pages and functionality held within. The information collected in this process allows the site operators to understand how the site is being used and how we might improve the site to enhance the experience. The information is collected on an anonymous basis, IP addresses are not linked to individuals.

Use of Cookies
A cookie is a small piece of information a Website can store on your computer as a text file. The text file is very small and contains a unique identification number that is transferred from a Website to the hard drive of a user's computer to aid the site operators to passively track the user's behavior on the web site. A cookie will not allow a Web site to learn any personal information (such as your name and address) that you have not otherwise disclosed.

[This site uses two types of cookies.] A session cookie is a small text file that is sent to your browser when you access the site and is then stored temporarily in memory. Session cookies are used to maximize performance and to aid in securing specific areas of the Website. The session cookie is available only during the course of the browser session; the information is not sent to or stored on your computer's hard drive. Closing your browser or logging off will invalidate the session cookie.

The second type of cookie used is called a persistent cookie. Persistent cookies are used to identify your choice of language for the use of the Website. When you return to the Website this cookie is queried and the proper language site is delivered to your browser. If you select a different language site via the language selector in the upper left hand corner of the Website, this cookie is reset to reflect your latest choice of language.

To make full use of the Website, your computer or mobile device will need to accept cookies, as the site will not function properly without them. In addition, cookies are required in order to provide you with any personalized features that may be available on the Website.

Commitment to Confidentiality
Confidentiality is a top priority at KofC AA. We are committed to maintaining the highest level of confidentiality with all of the information we receive from our customers, including the information received from this Website.

The KofC AA will not release any of said information about you in violation of this Privacy Policy. KofC AA will not provide any personally identifiable information to any other persons, except (a) if we are required to make disclosures to the government or private parties in connection with a lawsuit, subpoena, investigation, similar proceedings or regulatory examination, (b) to comply with applicable laws or regulations, (c) to enforce this Privacy Policy or the Terms and Conditions, or (d) to share information with our affiliates or service providers in connection with providing services to you. We can (and you authorize us to) disclose any such information in those circumstances.

E-mail and Marketing: KofC AA does not sell its customers' e-mail addresses, nor will we provide your personal information to third parties for their marketing purposes. KofC AA will not send you e-mail messages without first receiving your permission, unless it relates to servicing your account or unless you have consented to receiving electronic delivery of fund or account documents. We recommend that you do not send us any individual personal information via nonsecure methods of correspondence, including via public electronic communication channels, such as Internet e-mail, which are generally not secure.

If an e-mail address is provided to KofC AA, and information is sent to that e-mail address, you will be given an opportunity and instructions to opt out of future email correspondence.

Changes to this Privacy Policy
KofC AA reserves the right to change, modify, add, or remove portions of this Privacy Policy at any time for any reason. Such changes shall be effective immediately upon posting. We suggest that you review this policy periodically for changes. The current version of this Privacy Policy can be accessed from the link on our homepage, or at the bottom of our other Website pages. You acknowledge that by accessing our Website after we have posted changes to this Privacy Policy, you are agreeing to the terms of the Privacy Policy as modified.

Contact Us
If you have any questions about this Privacy Policy or our privacy related practices, please contact us at:

Knights of Columbus Asset Advisors
1 Columbus Plaza
New Haven, CT 06510
(844) KC-FUNDS

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SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Knights of Columbus Funds. Check the background of SIDCO on BrokerCheck.

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