Crossmark Global Investments provides investment management services using model-driven strategies across various asset classes, including equity, fixed income, and balanced portfolios. The firm offers its services primarily through managed account platforms maintained by financial intermediaries, including bundled fee programs and separately managed accounts, as well as serving as the investment advisor for exchange-traded funds and mutual funds. Crossmark emphasizes values-based and socially conscious investing screens alongside traditional quantitative and fundamental analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by account type and program, ranging from 0.20% to 1.00% for standard individual accounts and 0.075% to 0.20% for institutional accounts over $1M. Employee accounts may be charged as low as 0.05%.