Hall Capital uses investment judgment to build portfolios for a family, an endowment, or a foundation. In partnership with our clients, we set investment goals and objectives (or a policy statement) and then establish mid-term and long-term asset allocation strategy. Next, we construct, monitor, and rebalance investment portfolios, and monitor the risk within portfolios. We review investment performance, themes, and actions at quarterly meetings with clients and communicate more frequently as needed.
Our Client Services teams inform clients by creating quarterly reports and monthly snapshots. Every client's team also prepares documents, makes wires for capital calls and distributions, and collects information for internal and tax reporting. We ensure accurate and timely execution of administrative services by coordinating the activities of client service, operations, and administrative personnel.
