Crossmark specializes in SRI, offering both SMAs and the Steward Funds family of mutual funds.
The firm (then called Capstone) dates back to 1987. Capstone created its SERV (Social Ethics and Religious Values) fund family in 1998 and the Steward funds in 2004. In August 2017 Capstone Financial Services rebranded as Crossmark Global Investments.
Crossmark's investment philosophy is organized around the idea that "aligning with your values should be central to investment decisions." To that end, they emphasize five core ideals: commitment, courage, integrity, professionalism, and proficiency.
Edward Jaroski President and Chief Executive Officer, Capstone Asset Management Company
Richard Nunn COO and CFO and Chief Compliance Officer, CAPSTONE ASSET MANAGEMENT COMPANY
Shelley Severson SVP of Marketing and Client Services, SVP of Sales, Capstone Financial
Scott Wynant SVP of Sales, Capstone Asset Management Company