About

People with purpose

Every day, we do what matters. The way we do it matters even more. We foster a culture that guides the way we work and live.

Our Values

At Crossmark, we fundamentally believe that aligning with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions, and innovation necessary to make investing with a purpose a reality.
Integrity
We do the right thing.
Courage
We dream big, we give our all, and we are not influenced by fear.
Commitment
We dedicate ourselves to serving our clients, our community, and our coworkers.
Proficiency
We are passionate about business expertise.
Professionalism
We represent ourselves and our constituents with excellence.

Company History

Crossmark Global Investments is an innovative investment management firm. The firm provides a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. We have a multi-decade legacy of specializing in responsible investment strategies for clients. Founded in 1987, the firm is headquartered in Houston, Texas.

1987

Capstone becomes an independent investment advisory firm

1996

Capstone develops its first values-screened client portfolio

1998

Capstone creates its first values-screened family of Funds called Social Ethics and Religious Values Funds (SERV)

2000

Capstone develops first screening categories for its Separately Managed Accounts (SMA's)

2004

Capstone creates the Steward Mutual Fund series of values-screened funds

2008

Capstone creates the Steward Global Equity Income Fund, an actively managed dividend strategy that includes values screens

2015

Capstone receives first of three back-to-back Lipper Fund Awards for the Steward Global Equity Income Fund Institutional Class (SGISX) as best Global Income Fund over 5 years

2017

Capstone becomes Crossmark Global Investments, reaffirming the firm's ongoing commitment to responsible investment. Crossmark defines the place where the client's values and investments intersect

Our People

A diverse work environment and workforce is fundamental to meeting the unique needs of our client base and the communities in which we operate. Our culture reinforces individual commitment to the long-term interests of the client.
Meet Our Team

Community Involvement

Crossmark is partnering with Convoy of Hope's Disaster Services Team to help rebuild Houston! Our goal is to raise $10,000 to deliver help to Hurricane Harvey survivors. If you’d like to contribute, please donate or share though our giving portal.
Donate

Making A Difference

Our Corporate Giving and Engagement Program advances the firm's objectives to make a difference through philanthropy. Our people seek to make a difference through financial support, volunteering, and partnerships with nonprofit organizations within their communities.
Invest Responsibly