crossmark steward funds

As with the other Christian mutual fund companies with which CIS Wealth Management Group and Christian Investment Advisors collaborate, Crossmark Global Investments is also a family of faith based screened mutual funds. All of the mutual funds through Crossmark are chosen to go hand in hand with the Christian lifestyle, while avoiding businesses that are involved in areas that go against Christian principles and the Biblical lifestyle.

Examples of the categories for which Crossmark Global Investments screens includes companies materially involved in:

  • abortion
  • gambling
  • pornography
  • tobacco
  • alcohol

Not only does Crossmark Global Investments screen their investments, but they make it their goal to choose investments and businesses that are competitive in their rates of return. They give investors the opportunity to invest in a large range of asset classes, while promoting faith based investing by avoiding companies that possess values that are inconsistent with the Christian lifestyle. Their goal is to allow investors to find competitive mutual funds while not compromising their beliefs and personal convictions.

Crossmark Global Investments

Crossmark Global Investments is an innovative investment management firm. The firm provides a full suite of investment management solutions to serve a vast array of clientele. adheres to specific investment disciplines, while continually attempting to provide the best in client satisfaction through the use of valuable professionals. Crossmark has a multi-decade legacy of specializing in responsible investment strategies for clients. The firm has a high standard of ethics they follow, including placing the client’s needs first.

Screening Process

Crossmark Steward Mutual Funds incorporate various filters in their investment screening process. This allows investors to obtain mutual funds from companies that are not involved in ideals that are against Biblical principles, allowing clients to invest with their values and a consistent Christian lifestyle.

Any companies that are involved in pornography and abortion are strictly excluded. Other areas for which Crossmark Steward Mutual Funds screens include businesses that are predominantly involved in alcohol and tobacco products, as well as the gambling industry. Steward Mutual Funds only incorporates avoidance screens, meaning that they screen for companies to avoid because of what they support. Steward does not dilute their investment portfolio by investing in businesses that advocate a single social or cultural issue.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

To learn more about Crossmark Steward Mutual Funds, visit https://www.crossmarkglobal.com/

*All views expressed in the above information was obtained from Crossmark Global Investments and may not necessarily reflect the views of CIS Wealth Management Group, Christian Investment Advisors, Cetera Advisor Networks, LLC, or their affiliates

This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice. Sales of mutual fund shares may only be made by prospectus. Before investing in a mutual fund, you should read the fund’s prospectus and carefully consider the fund’s investment objectives, risks, charges and expenses. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Crossmark Global Investments, Inc. (CROSSMARK) is an investment adviser registered with the U.S. Securities Exchange Commission (SEC). CROSSMARK is the investment adviser to the Crossmark Steward Funds (the Steward Funds) as well as to other individual clients and institutions. The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA and SIPC.

15375 Memorial Drive, Suite 200, Houston, TX 77079
(800) 262-6631 NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
Crossmark Global Investments is not affiliated with CIS Wealth Management Group, Christian Investment Advisors, or Cetera Advisor Networks, LLC.