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Philosophy

For nearly 100 years###DISCLAIMER:2_0 HMC_100 years###, Union Bank’s investment advisory subsidiary, HighMark Capital Management, Inc., (HighMark) has been committed to delivering a comprehensive and disciplined approach to active investment management by upholding three core values: prudent risk management, highly interactive client dialogue and objective-based investing.

Investment Strategies

HighMark provides client-driven investment capabilities in U.S. equity, and fixed income strategies along with multi asset portfolios to a broad range of clients.
  • Equity
  • Fixed Income
  • Liquidity Management
  • Multi-Asset
To learn more about a specific investment strategy, please contact our Sales Team:


Full Bio

Full Bio
Hoddy Fritz
Director
Business Development
Southern California
949-553-7141
Fred Hurst
Director
Business Development
Northern/Central California
Pacific Northwest
415-705-5015


HighMark Capital Management's Anti-Money Laundering Certification

HighMark Capital Management, Inc. ("HighMark") has established and continues to maintain an Anti-Money Laundering Program reasonably designed to ensure that Highmark is in compliance with all applicable laws, rules and regulations related to anti-money laundering and anti-terrorist financing initiatives.

Please click the following link to view and/or print a certification from HighMark Capital Management’s Anti-Money Laundering Compliance Officer.

HighMark Capital Management AML Certification

This Form ADV Part 2A ("the Brochure") provides information about the qualifications and business practices of HighMark Capital Management, Inc. If you have any questions about the contents of this brochure, please contact us at 1-800-582-4734. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

HighMark Capital Management’s Form ADV Part 2A
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Economic Perspectives
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