What We Do

Hands-on portfolio management grounded in a research-driven, risk-mitigating process.

Investment Strategies

We can trace the history of HighMark back almost 100 years. During that time we’ve been providing comprehensive investment solutions and outstanding service to a broad range of institutional and individual clients. We managed U.S. equity and fixed income strategies along with multi-asset portfolios. These investment solutions are tailored to our clients’ individual circumstances and risk tolerances, and are offered in taxable and tax-advantaged strategies.

Many of our long-term strategies are managed by the same professional who created the capability, in some cases, decades ago. Our strategies reflect a consistent bias towards quality equity and fixed income securities. To learn more about a specific investment strategy, please download the associated factsheet below: