Crossmark Wealth Management, LLC

Crossmark Wealth is an investment management firm providing investment advice and discretionary investment management services. They allocate client capital to other investment managers, including their affiliate, Crossmark Global Investments, and the Crossmark Funds. They develop investment programs based on your individual needs, experience, risk tolerance, and goals. A conflict of interest exists because Crossmark Wealth earns more fees when allocating to proprietary products. To manage this, they perform the same selection and monitoring processes for both proprietary and non-proprietary products.