Institutional Services
HighMark believes successful relationships are based on trust and understanding. Our diverse client base, from corporations to Taft-Hartley plans to family enterprises, relies on these principals for insightful guidance and tailored investment solutions.
Institutional services offered range from:
- Disciplined investment strategies across single and multiple asset classes
- Access to proprietary and external investment managers
- Customized investment management, from strategic to both tactical and global tactical assets allocation investments, each tailored to client needs and objectives
- Assistance with Investment Policy Statement development and implementation for all client types
Liquidity Management services are used by corporations, Taft-Hartley plans, municipalities, government agencies, for- and non-profit organizations and other investors to meet their cash management needs. Services include:
- Customized Investment Program: Incorporates time horizons, risk tolerance, liquidity and income requirements, as well as state compliance regulations
- Reporting: Comprehensive and flexible reporting includes reconciliation, maturity, and performance summaries, holding and earnings statements, transaction register and FASB 95/115 reports
Full suite administrative services to institutional clients through our parent company, Union Bank:
- Custodial Services
- Trust/Fiduciary Services
- Retirement Plan Services
- Banking & Credit Services
