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MFWire: Crossmark Steward Mutual Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Crossmark Global Investments
3700 W Sam Houston Pkwy S
Suite 250
Houston, TX  77007
Google Maps

Contact
Main Phone: 800-262-6631
Web Site: http://www.crossmarkglobal.com

Mutual Fund Brand(s)
Crossmark 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.

    Crossmark (then called Capstone) first created the Steward fund family for the 403(b) plan of AG Financial Solutions, a Springfield, Missouri-based non-profit that is the financial services arm of the Assemblies of God Church. In 2009 Capstone entered into a five-year purchase agreement with AG Financial, and that agreement concluded in 2014. AG Financial is now the 100-percent owner of Crossmark.
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    Key People:
    Mike Kern
    President, CEO, Crossmark Global Investments, Inc.
    David Rentfrow
    Managing Director and Head of Distribution, Crossmark Global Investments
    Andrew Jacobson
    Chief Operating Officer, Crossmark Global Investments
    Victoria Fernandez
    Managing Director - Fixed Income Investments, Crossmark Global Investments
    John Wolf
    Managing Director - Equity Investments, Crossmark Global Investments
    Lynnette Bross
    Director - Investment Administration, Crossmark Global Investments
    Jim Coppedge
    General Counsel, Chief Compliance Officer, Crossmark Global Investments
    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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