Crossmark Global Investments

For over three decades, Crossmark has been a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, all guided by a disciplined process. We are especially known for helping institutional and individual investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.

Key benefits of choosing Crossmark:

• Investment expertise: Multi-decade experience managing portfolios through various market cycles.
• Comprehensive range of strategies: We offer a broad suite of mutual funds and SMAs, including active and enhanced index; equity, fixed income, balanced, and liquid alternatives.
• Disciplined investment approach: We combine rigorous fundamental analysis with values-based factors with the goal of delivering strong, long-term performance.
• Investments with a purpose: Align your investments with your values.  All investments can be impact investments.

Values-based investing is an investment approach that seeks to align investment goals with personal values. It involves selecting investments based on ethical and social criteria in addition to traditional financial metrics.