Why Invest with Crossmark?
Founded in 1987, Crossmark empowers clients with tailored investment strategies, fostering a culture of GOING FURTHER
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30
k
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120
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5
billion
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Philanthropic Legacy
Creating a
Lasting Difference,
Near and Far
Respecting humanity, we bring our global and local philanthropy to make a difference everywhere we go.
Each client has a unique set of priorities that may influence how they want their money invested. Crossmark offers a broad spectrum of values-based investment solutions that align with these themes:
- Do no harm: Exclusionary screening helps us to avoid investing in companies that are directly or materially involved in certain excluded practices or industries
- Do good: Inclusionary screening allows us to embrace companies that seek to reduce risk and create long-term resilience through sustainable and responsible business practices
- Promote change from within: We enhance our commitment to investing based on the values of our clients by responsible proxy voting, and we are committed to growing our efforts in shareholder research and advocacy.
At Crossmark, we have a deep understanding of the nuances of values-based investing and a long track record of helping our clients build investment portfolios that align with their principles.
In short, we help our clients invest in what matters most to them.
Investment Excellence Rewarded
