Portfolio Management

Hall Capital Partners oversees and manages capital for individuals, families and institutions.
We are typically responsible for investment strategy, asset allocation and portfolio
construction for a globally diversified investment portfolio. For many clients, we also
contribute significantly to other aspects of financial strategy, such as managing and
diversifying concentrated public stock positions, wealth transfer and philanthropic strategies,
and similar matters.

Our Portfolio Management practice is responsible for establishing investment objectives and
guidelines for each client, then selecting a portfolio of investment managers appropriate to
achieve those objectives. Portfolios are managed dynamically, incorporating the Firm's
current perspective on capital markets opportunities and risk management as well as
continually re-evaluating all investment managers. This group of senior professionals also
works closely with teams of associates and analysts on monitoring and reporting client
investment performance.