Morningstar Ratings

Morningstar Ratings
Hallmark’s Balanced Portfolio Strategy

March 31, 2018 overall rating out of 452 separate account contributors to Morningstar’s 50% to 70% Equity Allocation Category.

Morningstar Ratings
Hallmark’s Core Equity Strategy

March 31, 2018 overall rating out of 499 separate account contributors to Morningstar's Large Value Category.

Morningstar Ratings
Hallmark’s Dividend Driven Equity Strategy

March 31, 2018 overall rating out of 418 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