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MFWire: Steward Mutual Funds
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Crossmark Global Investments
5847 San Felipe Street
Suite 4100
Houston, TX  77057
Google Maps

Main Phone: 713-260-9000
Web Site: http://www.stewardmutualfunds.com/smfdefault.aspx

Mutual Fund Brand(s)
Steward Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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
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