Morningstar Ratings

Morningstar Ratings
Hallmark’s Balanced Portfolio Strategy

June 30, 2018 overall rating out of 462 separate account contributors to Morningstar’s 50% to 70% Equity Allocation Category.

Morningstar Ratings
Hallmark’s Core Equity Strategy

June 30, 2018 overall rating out of 423 separate account contributors to Morningstar's Large Value Category.

Morningstar Ratings
Hallmark’s Dividend Driven Equity Strategy

June 30, 2018 overall rating out of 423 separate account contributors to Morningstar's Large Value Category.

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(888) 794-7940

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