Customized Investment Management


At HighMark, our clients benefit from direct access to a skilled and experienced Portfolio Manager who designs a customized investment solution for each client's unique circumstances and risk tolerance.

Our Portfolio Managers are market experts that distill industry knowledge and company research into a disciplined investment process. We believe that by aligning the firm’s institutional perspective with our clients' unique circumstances, we provide a better opportunity to meet our client’s needs and objectives.

We are committed to delivering competitive investment solutions to all client portfolios. Our globally diversified approach to portfolio construction extends across all asset classes and alternative investment strategies, drawing on our own expertise and that of other leading managers.


Rooted in modern portfolio theory, our disciplined investment process integrates investment policy guidelines with strategic and tactical asset allocation, portfolio construction, and performance reporting into one complete offering.

Our comprehensive investment approach follows a four-step LIFE process that places significant emphasis on each client’s goals, objectives, and preferences along with HighMark’s proprietary approach to strategic and tactical asset allocation.


  • Listen to you, gaining a deep understanding of where you are, where you want to be, and how you want to get there.
  • Interpret your unique circumstances to identify and analyze solutions that can best meet your goals.
  • Formulate and implement a personalized investment strategy based on your specific needs.
  • Evolve with you and help you adjust your investment strategy as your life changes.

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