Investment Management
Asset allocation decisions are paramount in portfolio construction. We perform ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio.
Our portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well rounded, diversified mix of investment holdings. Our allocation to tactical managers allows for participation across a wide range of asset classes, including emerging markets, commodities, sovereign debt and currencies, while having the ability to employ strategies to mitigate risk.
The core principles of our investment strategy are:
- Liquidity and transparency
- Constant risk and reward analysis
- Proper diversification across and within asset classes is essential to mitigate risk
- Customized portfolios based on each clients investment horizon
Our investment management and advice may include:
- Portfolio construction
- Investments held in company retirement and compensation plans
- Company stock options and concentrated stock positions
- Children’s college savings accounts
- Analysis of private investment opportunities
Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by HighMark Wealth Management, LLC), will be profitable, equal any historical performance level(s), or prove successful.
Asset allocation decisions are paramount in portfolio construction. We perform ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio.
Our portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well rounded, diversified mix of investment holdings. Our allocation to tactical managers allows for participation across a wide range of asset classes, including: emerging markets, commodities, sovereign debt and currencies, while having the ability to employ hedging strategies to mitigate risk.
The core principles of our investment strategy are:
- Liquidity and transparency
- Constant risk and reward analysis
- Proper diversification across and within asset classes is essential to mitigate risk
- Customized portfolios based on each clients investment horizon
Our investment management will include:
- Portfolio construction
- Investments held in company retirement and compensation plans
- Company stock options and concentrated stock positions
- Children’s college savings accounts
- Analysis of private investment opportunities
Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by HighMark Wealth Management, LLC), will be profitable, equal any historical performance level(s), or prove successful.
