Privacy policy

We collect nonpublic personal information about our customers from the following sources¹:

• Account applications and other forms — which may include a customer’s name, address, Social Security Number and information about a customer’s investment goals and risk tolerance;

• Account history — including information about the transactions and balances in a customer’s account(s); and

• Correspondence — written, telephonic or electronic between a customer and Praxis Investments or service providers to Praxis Investments.

• Website traffic — visitor behavior on our website is tracked via cookies and pixel tags and other similar technologies.

We may disclose all of the information described above to certain third parties who are affiliated with Praxis Investments under one or more of these circumstances:

• As authorized — if you request or authorize the disclosure of the information.

• As permitted by law — for example sharing information with companies who maintain or service customer accounts for Praxis Investments is essential for us to provide shareholders with necessary or useful services with respect to their accounts.

• Under joint agreement — we may also share information with companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

We require Praxis Investments service providers to maintain:

• policies and procedures designed to assure only appropriate access to, and use of information about customers of Praxis Investments; and

• physical, electronic and procedural safeguards that comply with federal standards to guard nonpublic personal information of customers of Praxis Investments.

Web tracking and right to opt-out

We use technologies such as cookies, pixel tags and other similar technologies to understand visitor interactions with our websites and to serve advertisements on our websites or on other websites. We also use your email address to deliver advertising to you on third party platforms, such as social media sites, search results and others’ websites.

You have the right to opt-out of tracking through your website browser settings, where you can disable cookies and other tracking. Please visit your browser settings to do so. Note: The Google Chrome app on iPads and iPhones does not allow users to disable cookies. Use a different web browser if you prefer to opt-out.