- 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.
Steve Erikson, President Emeritus and Director of Business Development