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.
Steven Resler, Director of Business Development