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Best places to work in money management

Crossmark Global Investments

Crossmark volunteers revealed their secret identities during a 5K run to support Child Advocates, a Houston organization that serves society’s most vulnerable.


AUM: $5.1 billion

Employees: 50

Years won: 2018

Category: Money managers with 50 to 99 employees

Popular perks:

• Supports a culture of philanthropy, including an annual firm-sponsored trip to aid Haiti; a biannual local volunteer event where all employees are encouraged to participate and serve charitable organizations in the Houston community; and all employees are given two business days off per year to volunteer at the organization of their choice.

• Maintains an open-door policy, giving employees at all levels access to the leadership team.

• Contributes 7% annually to employees' 401(k) accounts automatically, even for employees who do not elect to contribute their own money.

Employees say:

• "I feel upper management and supervisory-level management truly believe in an open-door policy. If an employee has a question or an idea, they can go straight to the top to ask it or present it without any hesitation."

• "This organization is a for-profit, financial firm but employees are treated as family. The management of the firm truly cares about each employee and is concerned with not just their professional well-being, but their personal well-being also. If someone needs assistance at work or home, this firm steps up and provides that help."

• "This organization is family-oriented and makes it easy to balance work-personal life. We are able to have fun and still be productive at work."

Compiled by Meaghan Kilroy and Trilbe Wynne