Values-based positioning Crossmark Global Investments is a faith-based, values-aligned investment firm with a long track record since 1987. This presents an opportunity to engage with RIAs and financial intermediaries who prioritize ethical investing and mission-aligned portfolios.

Growth and leadership Recent leadership moves, including Bob Doll becoming president and CEO and his CIO background, signal a potential for expanded product leadership and higher-touch advisory partnerships. This can be a talking point for collaborative product development or strategic initiatives with fund selectors.

Recognition and performance Awards such as PSN Top Guns and 6-Star Top Gun ratings for specific strategies enhance credibility. This supports conversations with potential clients seeking vetted, high-performing separate accounts or SMA offerings.

Asset growth signals Revenue range cited at 50 to 100 million and strategic stakes in multiple asset families indicate ongoing growth and portfolio diversification. This opens doors for intermediary or family-office channels seeking scalable, diversified models.

Tech and ops readiness Utilization of Salesforce, Pardot, Shopify, and other tech stacks suggests a modern, CRM-driven sales and marketing approach. This alignment can facilitate who-to-target personas in fintech-friendly channels and enable integrated marketing outreach.