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

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. 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 $5.2 billion in AUM.

1987

Crossmark becomes an independent investment advisory firm

1996

Crossmark develops its first values-screened client portfolio

1998

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

2000

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

2004

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

2008

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

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

2018

2018- Crossmark receives fourth consecutive Lipper Fund Award for the Steward Global Equity Income Fund Institutional Class (SGISX) as best Global Income Fund over a 3-year and 5-year period

Thompson Reuters recognized the Crossmark Steward Global Equity Income Fund at the U.S. Lipper Fund Awards on February 27, 2018, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the three-year and five-year periods ending 11/30/2017. The number of peer funds included in the category was 36 for the three-year category and 31 for the five-year category. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return (Effective Return Net of Expenses) value over the stated time period.

The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA and SIPC. 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 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