Institutional Investor

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 deep 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.

Contact Us

Please Call
(888) 794-7940

Steve Erikson, President Emeritus and Director of Business Development
info@hallcapmgt.com