Crossmark Global Investments

Crossmark Global Investments, Inc. is a privately owned investment manager based in Houston, Texas. Established in 1987, the firm provides investment strategies and services to a diverse clientele, including individuals, high net-worth clients, institutions, endowments, foundations, retirement plans, trusts, and charitable organizations. It manages separate client-focused portfolios that encompass equity, fixed income, and balanced investments, and also oversees mutual funds in these asset classes. Crossmark invests in public equity and fixed income markets globally, focusing on various company sizes for equity investments and a range of bonds for fixed income. The firm employs a mix of fundamental, quantitative, cyclical, and technical analysis to develop its investment portfolios. Formerly known as Capstone Asset Management Company, Crossmark operates as a subsidiary of Capstone Financial Services Inc.