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
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Background:
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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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Sponsored Opportunities
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Key People:
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Bob Doll
Chief Investment Officer, Crossmark Global Investments, Inc. | 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
Kittle Capital Markets | Shelley Dragon
Partner, The Advisor's Resource, Inc. | Scott Wynant
Managing Director, Crossmark Global Investments |
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