LV Distribution announced a strategic partnership with Crossmark Global Investments. This collaboration marks a “pivotal moment in the financial services landscape, as LV Distribution takes a significant step towards expanding its offerings and providing exceptional investment solutions to Registered Investment Advisors (RIAs) and Family Offices,” the firm said.
Crossmark Global Investments, led by investment veteran Bob Doll, brings “a rich legacy of values-based investing expertise and an array of innovative investment products across mutual funds and SMAs in both traditional and liquid alternative asset classes,” the press released added. With a shared commitment to excellence and client-centric solutions, both LV Distribution and Crossmark Global Investments aim to provide RIAs and Family Offices access to diversified, cutting-edge investment strategies.
“We are thrilled to partner with Crossmark Global Investments, an esteemed firm that shares our goal of delivering exceptional investment solutions to clients that would like to invest alongside their values in addition to a wide array of uniquely positioned investment solutions ,” said Edward Soltys, Head of LV Distribution. “This collaboration represents a significant milestone for LV Distribution as we continue to enhance our offerings and provide the highest quality investment options for our valued clients.”
LV Distribution’s network, coupled with Crossmark Global Investments’ proven track record in managing investment products, creates a powerful alliance poised to serve the diverse needs of RIAs and Family Offices. The partnership will enable LV Distribution to offer Crossmark Global Investments’ suite of investment solutions, providing investors with access to innovative strategies designed to meet their unique financial objectives, adds the firm’s statement accessed by Funds Society.
“We are excited to join forces with LV Distribution to expand the reach of our investment products and services,” said Heather Lindsey, Managing Director, Head of Distribution at Crossmark Global Investments. “We have seen steady growth in demand for Crossmark’s investment capabilities over the past several years. LV Distribution’s expertise in third-party asset management distribution, combined with our investment capabilities, will enable us to reach a greater number of investors and advisors who are seeking to align their investments with their values.”
Both LV Distribution and Crossmark Global Investments are dedicated to fostering strong relationships and delivering outstanding investment experiences to clients. Through this partnership, the companies will further strengthen their commitment to helping investors achieve their financial objectives and driving long-term success in the ever-evolving financial landscape.
