Where Investments and Values Intersect

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Crossmark Welcomes Bob Doll as Chief Investment Officer! For more information visit: https://info.crossmarkglobal.com/DollsDeliberations

Crossmark Global Investments is a faith-based 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.

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 Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 11, 2021, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 10-year period ending November 30, 2020. The number of peer funds included in the category was 15 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.

Refinitiv Lipper Fund Awards U.S. 2021 Winner, Steward Global Equity Income Fund Institutional Class (SGISX), Best Global Equity Income Fund Over 10 Years.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

From Lipper Fund Awards from Refinitiv, ©2021 Refinitiv. All rights reserved. Used under license.