CROSSMARK GLOBAL INVESTMENTS, INC.

Overview

Crossmark Global Investments, Inc. is a corporation registered with the SEC since 1982 that provides portfolio management across individual and institutional client segments. Its client base includes individuals and families as well as investment companies and other businesses or institutions. The firm charges fees based on a percentage of assets under management and states a preference for equity exposure. Crossmark performs traditional advisory roles—separate account management and pooled vehicle oversight—and maintains industry relationships that include broker-dealers, other investment advisers, an insurance company affiliation, and sponsor/GP activity for pooled investment vehicles. It is not identified as an active ESG investor and does not self-identify as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices