Advisor solutions

Investing with your client's values

Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.

Values-based investing starts with commitment.

Our dedication to providing values-based investment solutions has been unwavering. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.

Optional Screening Overlays

Environmental

Carbon Intensity, Climate Change, Nuclear Power, Coal, Oil & Gas

Social

Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights

Socially Responsible

Mature Content, Alcohol, Animal Welfare, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Firearms, Pharmaceuticals, Tobacco, Steward Screens

Governance

Gender Focus, Bribery & Fraud, Governance Structure

Faith

Baptist, Catholic/ USCCB, Steward Screens, United Methodist Church, Latter Day Saints

*Please note that these are optional screening overlays that are client directed

Our Capabilities

We provide investment options across a broad range of asset classes using both separately managed accounts and mutual funds. Our focus is to provide outcome-oriented solutions for investors seeking Income, Income & Capital Appreciation, or Capital Appreciation.

Strategies

Select your investment outcome:

Separately Managed Accounts


Crossmark Core Fixed Income

Crossmark Fixed Intermediate

Crossmark Current Income Portfolio

Crossmark Income Opportunities

Crossmark Municipals

Funds


Crossmark Steward Select Bond

Separately Managed Accounts

Crossmark Covered Call Income

Crossmark Global Equity Income

Crossmark Balanced Core

Funds

Crossmark Steward Global Equity Income

Crossmark Steward Covered Call Income

Separately Managed Accounts

Crossmark Israel Impact

Crossmark Large Cap Core Growth

Funds

Crossmark Steward International Enhanced Index

Crossmark Steward Large Cap Enhanced Index

Crossmark Steward Small-Mid Cap Enhanced Index

To learn more about our advisor solutions, contact your local team

View Map