At Crossmark, we fundamentally believe that alignment with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions and innovation necessary to make investing with purpose a reality.
We do the right thing.
We dream big, we give our all, and we are not influenced by fear.
We dedicate ourselves to serving our clients, our community, and our coworkers.
We are passionate about business expertise.
We represent ourselves and our constituents with excellence.
President & CEO
Senior Investment Advisor
Senior Wealth Management Associate
Chief Market Strategist
Senior Portfolio Manager
Steward Capital Advisors (SCA) is formed to serve faith based institutions and private clients
Steward Capital Advisors (SCA) creates the Steward Family of Mutual Funds in partnership with AG Financial Solutions and Crossmark Global Investments
Steward Capital Advisors (SCA) merges with Crossmark Global Investments
Crossmark Wealth Management is created as an independent service provider to private clients and institutions
Recognizing our responsibility to surrounding communities, we believe every effort should be made to support local charities and organizations, specifically those in which our employees have a unique interest.
Our Corporate Giving and Engagement Program advances the firm’s objectives to make a difference through philanthropy. Our people seek to make a difference through financial support, volunteering and partnerships with nonprofit organizations within their communities.