About HIGHMARK CAPITAL MANAGEMENT, INC.
HIGHMARK CAPITAL MANAGEMENT, INC. is a financial advisory firm that provides expertise and guidance to individuals and businesses in managing their finances. It has a team of experienced financial advisors who have the knowledge and skills to help clients achieve their financial goals. With a professional and customer-centric approach, the firm has become a trusted partner for many clients in their journey towards financial success.
How does the advisor help clients – Key Takeaways:
HIGHMARK CAPITAL MANAGEMENT, INC. offers a wide range of financial services to its clients. This includes investment management, retirement planning, tax planning, estate planning, and risk management. The firm creates personalized financial strategies for each individual or business, taking into consideration their unique financial situation and goals. They also regularly review and adjust these strategies to ensure they remain aligned with the client’s objectives.
Facts and Insights:
According to the latest data from the Securities and Exchange Commission (SEC), HIGHMARK CAPITAL MANAGEMENT, INC. has $5.4 billion assets under management, with a team of 15 advisors, and has been in business for 22 years. These numbers reflect the firm’s stability and credibility in the industry and its ability to manage a significant amount of assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.4 billion | 15 | 22 years |
Financial Services Offered:
HIGHMARK CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. Below are the services offered by the firm:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Corporate Retirement Plans
- Business Succession Planning
Client Types:
HIGHMARK CAPITAL MANAGEMENT, INC. caters to a wide range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm’s financial advisors have the expertise and experience to understand the unique needs and goals of each client and tailor their services accordingly. This client-centric approach has helped the firm build strong and long-lasting relationships with its clients.
Fees & Compensation:
HIGHMARK CAPITAL MANAGEMENT, INC. follows a fee-based structure, where clients pay a percentage of their assets under management as fees. This means that the advisors’ compensation is directly tied to the performance of the client’s investments, aligning their interests with their clients’ interests. The firm believes in transparency and does not charge any hidden fees, ensuring that its clients have a clear understanding of the costs associated with their financial services.
Background:
HIGHMARK CAPITAL MANAGEMENT, INC. was founded in 1999 and is headquartered in Los Angeles, California. The firm has a team of experienced and knowledgeable financial advisors who have a deep understanding of the financial markets and the ever-changing economic landscape. The firm’s commitment to providing client-centric services, coupled with its strong financial expertise, has helped it establish a reputable name in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HIGHMARK CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest and relevant disciplinary events that may impact its ability to provide objective and unbiased advice. The firm has a clean record, with no disciplinary actions or conflicts of interest reported. This further highlights the firm’s commitment to acting in the best interests of its clients.