Our Approach

  • COMPREHENSIVE TEAM APPROACH
  • HIGHLY CUSTOMIZED INVESTMENT MANAGEMENT
  • DISCIPLINED AND TRANSPARENT PROCESS

Hallmark offers a comprehensive team approach with a customized investment management strategy that begins with an agreement for the appropriate investment guidelines for exposure to the various asset classes. Hallmark then creates a portfolio that reflects each client's objectives and risk tolerance.

Through a disciplined and transparent process, Hallmark manages each portfolio on a continuous basis, moving in and out of positions as opportunities are revealed by established disciplines. Most importantly, as long-term investors, Hallmark traditionally has a relatively low level of portfolio turnover.

Contact Us

Please Call
(888) 794-7940

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