We are a boutique investment management firm. We provide 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 income generation, risk management and values-based investing. Founded in 1987, we are headquartered in Houston, Texas and manage $5.1 billion in assets as of September 30, 2019.
Separately Managed Accounts
Institutional Investment Solutions
Our Custom Equity Index strategies provide investors with a separately managed portfolio designed to closely track the total return of a benchmark index while applying client-specified constraints.
The Lipper Fund Awards from Refinitiv recognized the Crossmark Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 7, 2019, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 3-year, 5-year, and 10-year periods ending 11/30/2018. The number of peer funds included in the category was 34 for the 3-year period, 30 for the 5-year period, and 18 for the 10-year period. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return value (Effective Return Net of Expenses) over the stated time period.