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Investment Management

Commercial Bank clients have access to HighMark Capital Management, Inc. (HCM), our investment adviser subsidiary. HighMark provides investment advice, guidance, and solutions to institutional, high net worth, and retail clients.

HighMark offers the following services to its institutional clients:
  • Assistance with Investment Policy Statement development
  • Tactical and strategic asset allocation
  • Disciplined investment strategies across single- and multi-asset classes
  • Customized investment management tailored to client needs and objectives
  • Specialized investment management for concentrated portfolios, trusts, and nonprofits
  • Access to external investment managers
  • Liquidity management 

Liquidity Management Services

Provided by HighMark Capital Management, the services include:
  • Customized investment program reflecting a client's specific time horizon, risk tolerance, liquidity and income needs, preferences, restrictions, and, where applicable, state compliance requirements
  • Comprehensive and flexible reporting, including reconciliation, maturity, and performance summaries; holdings and earnings statement; transaction register; and FASB 95/115 Report

Comprehensive Services for Nonprofit Organizations

Provided by Union Bank, the services include:
  • Stock transaction settlement and custody
  • Real estate management
  • Accounting and recordkeeping
  • Income distributions
  • Income tax return preparation
  • Planned-giving education and training
  • Donor development assistance

Corporate and Public Services

  • Complete banking and credit services through Union Bank
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HighMark Capital
Professional asset management for institutions and individuals.