Crossmark Global Investments
Overview
Crossmark Global Investments is a faith-based investment management firm headquartered in Houston, Texas. Founded in 1987, the firm offers a comprehensive suite of investment strategies, including equity, fixed income, balanced, and liquid alternatives, to institutional investors, financial advisors, and individual clients. Their investment approach integrates rigorous fundamental analysis with values-based factors, aiming to deliver strong, long-term performance while aligning with clients' personal values. The firm's investment strategies encompass large-cap core, multi-factor models focusing on earnings quality, profitability, growth, and valuation, as well as positive value investing. They emphasize risk management and portfolio constraints, offering both long-only and long-short equity strategies with full holdings transparency and daily liquidity. Crossmark Global Investments also integrates ESG and values-based factors sourced from third-party providers and in-house research. As of June 30, 2025, Crossmark Global Investments managed approximately $7.57 billion in assets. The firm has a history of launching innovative investment products, including the Crossmark Large Cap Growth ETF and Crossmark Large Cap Value ETF in July 2025, marking its entry into the active ETF market. Additionally, Crossmark became a signatory of the United Nations-supported Principles for Responsible Investment in September 2017, reaffirming its commitment to responsible investing.
Investment Focus
- Accredited investors
- Institutional investors
- Financial advisors
- Individual investors seeking values-based investment strategies
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Crossmark Global Investments
What sectors does Crossmark Global Investments invest in?
Crossmark Global Investments invests in Financial Services, Investment Management, Mutual Funds, Pension Funds, ETFs and Endowments, and is based in Texas, United States. Crossmark Global Investments is listed as a institutional investor in the ConnectSafely investor database.
What stage does Crossmark Global Investments invest at?
Crossmark Global Investments backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 100K - 1B.
Which regions does Crossmark Global Investments invest in?
Crossmark Global Investments invests across United States.
What companies has Crossmark Global Investments invested in?
Crossmark Global Investments's portfolio includes Apple Inc., NVIDIA Corporation, Microsoft Corp., Broadcom Inc., Amgen Inc. and RTX Corporation.
Last updated · Source: ConnectSafely investor database
