Governance & Policies
Contact us at (800) 211-7591 or (605) 394-2436 with questions.General Policy
The general policy is a comprehensive guide that provides information about account management and gift planning.
The Investment Policy
Privacy Policy
We have created a privacy policy to demonstrate our firm commitment to your privacy. We do not collect personally identifying information about you when you visit our site, unless you choose to provide such information to us. Providing such information is strictly voluntary. This policy is your guide to how we will handle information we learn about you from your visit to our website.
Accessibility Statement
We are committed to making our website accessible to all users. We strive to follow accessibility best practices and guidelines, and are continually working to improve the experience for everyone. If you encounter any accessibility issues, please contact us at CARA@sdsmt.edu, 605.394.2436, or 800.211.7591.
Financials & Investments
For past Form 990s and audits, reach out to us by calling 605.394.2436 or emailing cara@sdsmt.edu.