Who We Are

Experienced teams providing comprehensive investment solutions and outstanding service.

The Highmark Legacy

Serving both institutional and individual clients, HighMark’s guiding investment principles have been in place for nearly a century. From the Comstock Lode Panic of 1875 to the Great Recession of 2008, we have weathered economic booms and busts by following our philosophy of investing in high-quality securities within the framework of holistic risk management. We understand the challenges faced in today’s markets, and are focused on helping our clients navigate these challenges through customized investment strategies, insightful guidance, and responsive service. We strive to exceed our clients’ expectations, and deliver value at every level of the investment relationship.

To learn more about HighMark, download our Firm Overview

  • 1864

    The Bank Begins

    The Bank of California (a predecessor of HighMark’s parent organization, MUFG Union Bank, N.A.) is established in San Francisco; eight years later the Bank and Japan sign the first recorded contract between an American corporation and the Japanese government to mint $20 million worth of gold into yen.

  • 1908

    Rising from the Ashes

    Only two years after the Great San Francisco Earthquake of 1906, the Bank re-opens its doors as the first major commercial building to rise from the earthquake’s devastation and, 10 years later, begins managing trust accounts for individual investors.

  • 1965

    Institutional Liquidity Management Established

    The Bank’s investment team launches a new service to manage the short-term surplus funds of corporate clients as a value-added offering which reflects the investment philosophy and process used to manage longer-term fixed income portfolios. Corporate liquidity management continues to be a key HighMark institutional offering.

  • 1984

    Re-Affirming Bedrock Values

    Chairman John Harrigan highlights the founding core value of "Quality as the hallmark of all products, services and individual efforts." Four years later, HighMark Capital Management registers as an investment adviser under its former name, Merus Capital Management, Inc.,with the Securities and Exchange Commission.

  • 1994

    Taxable Fixed Income Process Established

    HighMark's taxable fixed income strategies, which emphasize high-quality security selection and prudent risk management, are launched under the guidance of Jack Montgomery, who continues to direct the fixed income team and manage portfolios using the same approach.

  • 1998

    Investment Management Group Branded as HighMark

    The asset management divisions of Los Angeles–based Union Bank and San Francisco-based The Bank of California are merged and named HighMark after the mountaineering term.

  • 2008

    Dodging Another Bubble

    Over a century of experience witnessing the results of speculative excess helps HighMark’s fixed income strategies avoid much of the Great Recession’s impact on non-agency mortgages and non-investment grade bonds.

  • 2013

    Managing Assets for Nationwide

    HighMark is retained by Nationwide Financial to sub-advise mutual funds across a wide spectrum of equity and fixed income asset classes.