About Us
Crossmark is a faith-based investment management firm dedicated to helping clients achieve their financial goals. We collaborate with financial intermediaries to serve a diverse clientele, including individual investors, religious organizations, retirement plans, foundations, and endowments. Our team of experienced investment professionals provide tailored investment strategies and model portfolios designed to meet long-term financial objectives.
Great investors
Industry veteran Bob Doll brings extensive experience to our investment team. As CEO and CIO, Bob’s deep understanding of market cycles and economic trends enhances the ability of our investment team to adapt to changing market conditions while adhering to a well-defined and consistent investment process. Victoria Fernandez, Chief Market Strategist and Head of Fixed Income, brings added experience needed to make informed decisions and provide regular communication and transparency to our valued clients. Our team of investment professionals actively manage portfolios following a disciplined process that combines quantitative and qualitative analysis, risk management, and thorough market research. Crossmark is dedicated to serving our clients’ best interests, making decisions based on sound investment principles, and delivering strong, risk-adjusted, long-term performance versus relevant benchmarks.
Great culture
Crossmark is owned by a 501(c)(3) non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in. Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our core values and our dedication to serving our clients with integrity, and ultimately creates a culture of caring. We encourage a spirit of volunteerism, offering employees paid VTO (volunteer time off) to spend time in the community working on causes important to them. Crossmark has the privilege of sponsoring an annual mission trip giving employees the opportunity to help meet the needs of underserved communities.
We do the right thing.We do the right thing.We do the
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 co-workers.
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We represent ourselves and our constituents with excellence.
Great people
Crossmark’s team of dedicated professionals brings diverse backgrounds and experiences to our work. All of our employees are committed to serving our clients with unwavering commitment.