Crossmark Global Investments

Crossmark Global Investments, Inc. is a privately owned investment manager based in Houston, Texas, established in 1987. The firm specializes in providing investment strategies to a diverse clientele, including individuals, high net-worth clients, institutions, and various organizations such as endowments, foundations, and government entities. Crossmark manages separate client-focused equity, fixed income, and balanced portfolios, as well as equity and fixed income mutual funds. Its investment approach encompasses public equity and fixed income markets globally, focusing on small-cap, mid-cap, and large-cap stocks, alongside intermediate-maturity government, agency, and corporate bonds. The firm employs a combination of fundamental, quantitative, cyclical, and technical analysis to construct its portfolios. Crossmark Global Investments operates as a subsidiary of Capstone Financial Services Inc.