About

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

At Crossmark, we fundamentally believe that aligning with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions, and innovation necessary to make investing with a purpose a reality.
Integrity
We do the right thing.
Courage
We dream big, we give our all, and we are not influenced by fear.
Commitment
We dedicate ourselves to serving our clients, our community, and our coworkers.
Proficiency
We are passionate about business expertise.
Professionalism
We represent ourselves and our constituents with excellence.

Company History

Crossmark Global Investments is an innovative investment management firm. The firm provides 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 responsible investment strategies for clients. Founded in 1987, the firm is headquartered in Houston, Texas.

1987

Capstone becomes an independent investment advisory firm

1996

Capstone develops its first values-screened client portfolio

1998

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

2000

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

2004

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

2008

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

2015

Capstone receives first of three back-to-back Lipper Fund Awards for the Steward Global Equity Income Fund Institutional Class (SGISX) as best Global Income Fund over 5 years

2017

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

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 had the exciting opportunity to serve with Mission of Hope, Haiti and see sustainable agriculture in action. Members from Crossmark Global Investments participated in the Farm-to-Table program and helped plant, farm and deliver Haitian grown crops to local families, schools and others in need.
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
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