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

We do the right thing.
We dream big, we give our all, and we are not influenced by fear.
We dedicate ourselves to serving our clients, our community, and our coworkers.
We are passionate about business expertise.
We represent ourselves and our constituents with excellence.

Company History

Crossmark Global Investments is an innovative 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 values-based investing strategies for clients. Founded in 1987, we are headquartered in Houston, Texas and manage approximately $4.7 billion in AUM.


Crossmark becomes an independent investment advisory firm


Crossmark develops its first values-screened client portfolio


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


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


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


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


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


2019- Crossmark receives fifth consecutive Lipper Fund Award for the Steward Global Equity Income Fund Institutional Class (SGISX) as best Global Income Fund over a 3-year, 5-year and 10-year period

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.

From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.

The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser.
Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

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

Making A Difference

Our team partners with Mission of Hope, Haiti for an annual week long service trip in Haiti. Our employees have participated in both the Farm-to-Table and Blue to Block programs, helping to deliver Haitian grown crops and build homes for families in local villages.
Make an Impact

Community Involvement

Recognizing our responsibility to surrounding communities, we believe every effort should be made to support local charities and organizations, specifically those in which our employees have a unique interest.
Get Involved