Personalized wealth and investment planning services

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Values-based investing

We deliver sound investment solutions that align with the values of the individuals and institutions that we serve. We do not believe that investment results are necessarily compromised when investors express their principles.

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Risk-return planning

We use a state of the art analytical tool that guides clients through a detailed questionnaire allowing the investor to understand risk and return in a quantifiable way and thus make wise asset allocations decisions. Special consideration is given to the range of upside and downside risk that meets the client’s comfort level.

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Institutional services

Our Team brings over 20 years of experience working with faith-based institutions. Our expertise goes beyond investment management and often includes working in close collaboration with committees and boards on non-investment matters.  Current clients include national and regional denominational groups, churches, para church ministries, colleges, universities, foundations, endowments,  and retirement plans.

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Asset allocation matters

We offer clients uniquely customized investment solutions and strategies that are aligned with the clients risk profile.  With direct access to the investment professionals at Crossmark Global Investments as well access to as best-in-class outside money managers, we design portfolios that are aimed at balancing returns with a focus on risk.

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Charitable investment strategies

Through our affiliation with AG Foundation, we are able to offer knowledgeable and creative planning expertise including a broad range of strategies including Donor Advised Funds, Charitable Unitrusts and Charitable Annuity Trusts.

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Retirement planning

We offer a wide range of retirement planning tools to guide investors whether they are in the accumulation, preservation or distribution phase of their lives.

Steward Funds

  • Steward Covered Call Income Fund
  • The Steward Covered Call Income Fund seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. The fund employs a “buy-write” strategy, also called a “covered call” strategy, in which the fund buys a stock or a basket of stocks and writes (or sells) call options that cover the stock positions. The strategy can enhance portfolio returns under certain market conditions and reduce volatility. In down markets, the option premium received cushions the price decline in an equity portfolio. The trade-off is that in strong equity markets, the upside potential of the equity investment is limited. This approach is appropriate for investors looking for current income, capital appreciation potential, a diversified equity portfolio, and socially responsible screens.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

    Fact Sheet | Holdings | Prospectus

  • Steward Global Equity Income Fund
  • The Steward Global Equity Income Fund seeks income and long-term capital appreciation by investing in domestic and international dividend paying stocks. The strategy utilizes a hybrid quantitative methodology combined with a relative risk-controlled portfolio. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. This process creates a portfolio of dividend paying stocks with high and growing dividend income, while providing exposure to both U.S. and international markets.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

    Fact Sheet | HoldingsProspectus

    The Lipper Fund Awards from Refinitiv recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 5, 2020, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 5-year and 10-year periods ending 11/30/2019.  The number of peer funds included in the category was 29 for the 5-year period and 18 for the 10-year period.  Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return value (Effective Return Net of Expenses) over the stated time period. 

    From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.

  • Steward International Enhanced Index Fund
  • The Steward International Enhanced Index Fund seeks long-term capital appreciation by investing in international stocks. The strategy utilizes an optimization process that controls for risk and targets both developed and emerging market securities. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to emerging markets.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

    Fact Sheet | Holdings | Prospectus

  • Steward Large Cap Enhanced Index Fund
  • The Steward Large Cap Enhanced Index Fund seeks long-term capital appreciation by investing in large-cap stocks. The strategy utilizes an optimization process that controls for risk and targets both growth and value factors. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to growth and value factors.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

    Fact Sheet | Holdings | Prospectus

  • Steward Select Bond Fund
  • The Steward Select Bond Fund seeks to provide high current income with capital appreciation and growth of income. The Fund implements an active investment approach and invests in various fixed income sectors including investment-grade corporates, mortgage backed securities, U.S. Treasury and Agencies. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

    Fact Sheet | Holdings | Prospectus

  • Steward Small-Mid Cap Enhanced Index Fund
  • The Steward Small-Mid Cap Enhanced Index Fund seeks long-term capital appreciation by investing in small and mid-cap stocks. The strategy utilizes an optimization process that controls for risk and targets both growth and value factors. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to growth and value factors.

    The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA.  Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses.  The prospectus contains this and other information about the fund.  A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631. 

    Fact Sheet | Holdings | Prospectus

Separately Managed Accounts

  • Crossmark Covered Call Income
  • Crossmark’s Covered Call Income portfolio seeks to generate high dividend income with capital appreciation potential. The strategy employs a “buy-write” strategy, also called a “covered call” strategy, in which we buy a stock or a basket of stocks and write (or sell) call options that cover the stock position. The strategy can enhance portfolio returns under certain market conditions and reduce volatility. In down markets, the option premium received cushions the price decline in an equity portfolio. The trade-off is that in strong equity markets, the upside potential of the equity investment is limited. This approach is appropriate for investors looking for current income, capital appreciation potential, and a diversified equity portfolio.
    Commentary 3Q 2020 | Fact Sheet | Video: Covered Calls Explained

  • Crossmark Global Equity Income
  • Crossmark’s Global Equity Income portfolios offer income and long-term capital appreciation by investing in global (domestic and international) dividend paying stocks. The strategy utilizes a hybrid quantitative investment methodology combined with a relative risk-controlled portfolio. In addition, investments are screened in accordance with the Fund’s widely held traditional values, and those companies failing to meet the criteria are removed from investment consideration. This process creates a portfolio of dividend paying stocks with high and growing dividend income, while providing exposure to both U.S. and international markets. These strategies are available through separately managed accounts as well as the Steward Funds.
    Commentary 3Q 2020 | Fact Sheet

  • Crossmark Israel Impact
  • Crossmark’s Israel Impact portfolios utilize a domestic equity strategy built to provide a large cap index investment-like experience while only purchasing those companies which actively contribute and participate in Israel’s economy. The levels of participation include financial investments, strategic investments, cooperation and other criteria. The strategy utilizes an optimization investment process in order to create a risk-controlled portfolio. The Israel Impact portfolio creates an opportunity for investors to not only exclude companies who violate the Israeli anti-embargo agreement, but to stand with Israel by investing in those companies that have a direct, positive impact on the economic growth and stability of the country.
    Fact Sheet

  • Crossmark Large Cap Core Growth
  • Crossmark’s Large Cap Core Growth Equity portfolios offer investors high quality, large capitalization growth stocks. Our disciplined, bottom-up approach, which combines objective, quantitative analysis with subjective stock evaluation, seeks to provide above average long-term growth in our clients’ portfolios, while at the same time explicitly controlling for portfolio risk. This universe is screened using several measures which fall under five basic criteria as follows: free cash flow, rising earnings estimates, quality of earnings, relative strength and stock valuation. These strategies are available through separately managed accounts as well as the Crossmark Steward Funds.
    Commentary 3Q 2020 | Fact Sheet

  • Crossmark Core Fixed Income
  • Crossmark’s Core Fixed Income portfolios offer investors intermediate-maturity, government, agency, and investment-grade corporate bonds. Our active fixed-income approach is premised on the belief that superior long-term returns can be achieved with less-than-market risk by focusing on high quality securities. We add value through active duration management and the selective rotation of market sectors and the securities within those sectors. These strategies are available through separately managed accounts as well as the Crossmark Steward Funds.
    Commentary 3Q 2020 | Fact Sheet

  • Crossmark Municipal Fixed Income
  • Crossmark’s Municipal Fixed Income portfolios are structured portfolios consisting of “A” or higher rated bonds (at time of purchase) as rated by either Moody’s or S&P. Our municipal bond investments focus on essential services and general obligations with short-to-intermediate-term maturity. By emphasizing bond characteristics and overall structure, we attempt to maximize the portfolio’s current (coupon) income and taxable equivalent yields. Crossmark’s access to institutional market relationships provides an opportunity to select from a diverse inventory of municipal bonds at competitive prices, enabling us to efficiently manage portfolios.
    Commentary 3Q 2020Fact Sheet  | Video: Municipal Bonds Explained

  • Crossmark Fixed Intermediate
  • Crossmark’s Fixed Intermediate portfolios seek to provide capital preservation, current income and capital appreciation. The strategy allocates assets to U.S. Treasuries, agencies, investment grade corporate bonds and mortgage-backed bonds. These securities have maturities of 10 years or less to reduce interest rate sensitivity and volatility. We add value through active duration management and the selective rotation of market sectors and the securities within those sectors.

    Commentary 3Q 2020 | Fact Sheet

  • Crossmark Current Income Portfolio
  • Crossmark’s Current Income portfolios seek to optimize a multi-sector fixed income strategy for income. Clients invest in an investment grade fixed income portfolio seeking the higher levels of interest and dividend income, while maintaining a conservative intermediate duration. Crossmark designs Current Income portfolios for investors primarily seeking higher absolute returns associated with liquid, intermediate-term, U.S. Fixed Income Securities.

    Commentary 3Q 2020Fact Sheet

  • Crossmark Income Opportunities
  • Crossmark’s Income Opportunities portfolios are managed accounts designed for the investor who is focused on maximizing income generation from their portfolio via investment in multiple sectors. We invest in a myriad of sectors including investment-grade and high yield corporate bonds, preferred stocks, common stocks, U.S. Treasuries and international bonds. This strategy strategically targets the asset types that offer enhanced income over a straight bond portfolio.

    Commentary 3Q 2020 | Fact Sheet

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