Philip Rhinelander King

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

Trufton uses the value method of investing. The firm offers equity accounts, fixed income accounts, and balanced accounts. Equity accounts are invested mainly in common stocks, while fixed income accounts are in bonds and other fixed income securities. Balanced accounts are invested in a combination of common stocks and fixed income securities.

Functions as a College/University