Crossmark Expertise
We are a boutique investment management firm that provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. For over 30 years we have delivered uniquely-constructed products based on our proprietary, disciplined, and repeatable process. We are especially known for helping our clients align their investments with their values by creating socially-conscious, responsible investment strategies. Founded in 1987, we are headquartered in Houston, Texas and manage $5.1 billion in assets as of September 30, 2019.
Advisor Solutions
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.
Recent Awards
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.