Hallmark Capital Management, Inc. is a registered investment advisor founded in 1986 by key executives of a highly successful asset management group.
Hallmark offers balanced, equity and fixed-income portfolios. The firm manages investment portfolios for individuals and institutional clients. We are currently working with accounts having assets in excess of $500,000.
Hallmark prides itself on providing personalized attention to its clients...whether they are seeking ongoing investment management or financial planning...or the integration of both under one roof.
Hallmark's goal is to justify our clients' trust and confidence by integrating each client's objectives to achieve solid long-term results while maintaining a relatively low level of portfolio volatility.
Steve Erikson, President Emeritus and Director of Business Development