The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:HighMark Gains Access to Merrill Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 01, 2010

HighMark Gains Access to Merrill

Reported by Neil Anderson, Managing Editor

HighMark Capital Management [see profile] just landed a key distribution relationship. Today the San Francisco-based mutual fund firm revealed that its funds are now available "to select advisory platforms at Merrill Lynch Global Wealth & Investment Management."

HighMark now boasts more than $16 billion in assets.

Company Press Release

SAN FRANCISCO--HighMark Capital Management, Inc., the investment adviser of HighMark Funds, today announced the addition of its nationally recognized family of mutual funds to select advisory platforms at Merrill Lynch Global Wealth & Investment Management.

“We’re confident that our funds and our outstanding investment capabilities offer Merrill Lynch a wide range of mutual funds for clients,” said HighMark Funds Managing Director Kevin Rowell. “As a distribution partner, we look forward to a long-lasting business relationship with Merrill Lynch by aligning its strategic initiatives on a national, regional and branch level with Regional Sales Directors at HighMark."

“This latest partnership illustrates our aggressive growth plans and significant investment in the retail distribution channel,” said Earle Malm, president and CEO, HighMark Capital Management. “We are proud that HighMark Funds are now available to Merrill Lynch’s high-caliber group of investment professionals.”

HighMark is committed to helping clients achieve their long-term financial goals by providing high quality, competitive products and services utilizing both its seasoned in-house managers and select institutional sub-advisers who are leaders in their field. Its funds utilize disciplined investment processes with the goal of delivering consistent long-term investment performance.

About HighMark Capital Management, Inc.

San Francisco-based HighMark Capital Management, Inc. (HCM), is a registered investment adviser, with over $16 billion in assets for individual and institutional investors worldwide. HCM is a wholly-owned subsidiary of Union Bank, N.A. Union Bank, N.A. is wholly owned by UnionBanCal Corporation. UnionBanCal Corporation is wholly-owned by The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG, NYSE:MTU), one of the world’s largest financial organizations in market capitalization and deposit taking.

HCM is also the adviser to the HighMark Funds, a nationally recognized fund company offering a wide range of mutual funds including world class fixed income funds, domestic and international equity funds, conservatively managed money market funds and asset allocation portfolios. HighMark Funds Distributors, Inc., an affiliate of BNY Mellon Distributors Inc., is the principal underwriter of HighMark Funds. For more information on HighMark Fund’s family of mutual funds and services, please visit www.highmarkfunds.com. HighMark Capital Management can be found on the Web at www.highmarkcapital.com.

Mutual fund investing involves risk, including possible loss of principal. HighMark Funds Distributors, Inc., an affiliate of BNY Mellon Distributors Inc., is the principal underwriter of the HighMark Funds. HighMark Capital Management, Inc., a registered investment adviser, is a wholly owned subsidiary of Union Bank, N.A., and serves as an investment adviser for HighMark Funds. Union Bank, N.A., a subsidiary of UnionBanCal Corporation, provides certain services to the Funds and is compensated for these services. NO BANK GUARANTEE, NOT FDIC INSURED, MAY LOSE VALUE. There is no guarantee that the Funds will meet their stated objectives.

Carefully consider the Funds' investment objectives, risk, and charges and expenses. This and other information can be found in the Funds' prospectus, which may be obtained by calling 1.800.433.6884 or by visiting www.highmarkfunds.com. Read the prospectus carefully before investing. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use