Network·Family Office

Capstone Asset Management

Unclaimed

📍 Houston, TX

Family Office
capstonefinancial.com/

About

Home - Crossmark Global Investments Skip to content Contact us Shareholder Login Contact Us Shareholder Login Crossmark Global Investments Where investments and values intersect Learn about values-based investing Explore our products Why Crossmark? For over three decades, Crossmark has been a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, all guided by a disciplined process. We are especially known for helping institutional and individual investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come. Key benefits of choosing Crossmark: Investment expertise: Multi-decade experience managing portfolios through various market cycles. Comprehensive range of strategies: We offer a broad suite of mutual funds and SMAs, including active and enhanced index; equity, fixed income, balanced, and liquid alternatives. Disciplined investment approach: We combine rigorous fundamental analysis with values-based factors with the goal of delivering strong, long-term performance. Investments with a purpose: Align your investments with your values. All investments can be impact investments. Bob Doll s Weekly Investment Commentary Stay ahead of the curve with

Key Contact

PG

Pat Garboden

VP of Investment

📞 713 243 6710

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Geographic Focus

USA

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Location

Houston, TX

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