At HighMark, our clients benefit from access to a diversified portfolio of securities actively managed by strong institutional-based research.
We are committed to delivering competitive investment solutions to all client portfolios. Our diverse global offering extends across all asset classes and draws on our own expertise and that of other leading managers.
Dynamic Investment Strategies provides clients access to: 1) a professionally managed portfolio; 2) sophisticated asset allocation; and, 3) rigorously vetted top-tier money managers.
Rooted in deep research, our disciplined investment process integrates investment policy, 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.
To build your investment strategy, we:
- 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 an investment strategy to help meet your needs.
- Evolve with you and help you adjust your investment strategy as your life changes.