Who We Serve

Hallmark offers a comprehensive team approach with a customized investment management strategy that begins with an agreement for the appropriate investment guidelines for exposure to the various asset classes. Hallmark then creates a portfolio that reflects each client's objectives and risk tolerance.

 

Through a disciplined and transparent process, Hallmark manages each portfolio on a continuous basis, moving in and out of positions as opportunities are revealed by established disciplines. Most importantly, as long-term investors, Hallmark traditionally has a relatively low level of portfolio turnover.

   
   
   
  • Institutional Investors

    Hallmark has managed many institutional investment portfolios since its formation in 1986. Our clients include defined benefit and profit-sharing plans, multi-employer plans, corporations and organizations such as endowments and foundations.

     

    As a result, Hallmark has experience in maintaining long-term relationships with investment committees and other service providers such as consultants, actuaries, attorneys and CPAs. Understanding the responsibilities of fiduciaries is critical, which includes a total devotion to the objectives and goals of each client and strict adherence to their investment policies and guidelines.

  • Individual Investors

    For the individual investor, making prudent investment decisions in today's volatile economic environment can be a very confusing and complicated process. There seems to be no end to the alternatives, opinions and statistics available. In judging investment alternatives, the most important elements of the process are often overlooked: defining investment goals and risk tolerance and finding an advisor that you can comfortably work with and trust.

     

    At Hallmark Capital Management, we have experience helping our clients define their risk tolerance and establish appropriate investment guidelines for their portfolios.

     

    The Individual Investor typically looks for:

    • Personalized attention and portfolios tailored to their needs
    • Ability to customize guidelines for the management of their portfolio
    • Investment allocation decisions across separate taxable and non-taxable portfolios
    • Investment discretion in the hands of their manager, but with latitude to exclude certain industries or companies
    • Low volatility
    • Growth of principal and income over time
    • Regular communication regarding their portfolios


Our approach:


 

Comprehensive team approach


 

 

Highly customized investment management


 

 

Disciplined and transparent process

  
 


    

Contact Us 

  

P: (888) 794-7940
E: info@hallcapmgt.com