Advisor solutions

Investing with your client's values

Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.

Responsible investing starts with commitment.

Our dedication to providing responsible investment solutions has been unwavering for 30 years. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.

Separately Managed Account Screening Categories


Carbon Intensity, Climate Change, Nuclear Power, Thermal Coal


Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights

Socially Responsible

Mature Content, Alcohol, Animal Cruelty, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Pharmaceuticals, Tobacco, Steward Screens


Board Diversity, Bribery & Fraud, Governance Structure


Baptist, Catholic/ USCCB, Steward Screens, United Methodist Church

Our Capabilities

We provide investment options across a broad range of asset classes using both separately managed accounts and mutual funds. Our focus is to provide outcome-oriented solutions for investors seeking Income, Income & Capital Appreciation, or Capital Appreciation.


Select your investment outcome:

Separately Managed Accounts

Fixed Income

Fixed Intermediate

Current Income Portfolio

Income Opportunities



Steward Select Bond

Separately Managed Accounts

Crossmark Covered Call Income (Theta Growth)

Global Equity Income

Balanced Core


Steward Global Equity Income

Separately Managed Accounts

Israel Impact

Large Cap Core Growth


Steward International

Steward Large Cap

Steward Small-Mid Cap Enhanced Index

Steward Fund Materials | Prospectus | SAI | Semi Annual Report | Annual Report
Steward Fund Applications | Standard | Traditional IRA | Roth IRA | Simple IRA | Coverdell ESA

To learn more about our advisor solutions, contact your regional wholesaler

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