“We Create Investment Departments "
- Michael Anderson
President and Chief Investment Officer
President and Chief Investment Officer
Chief Investment Officer Leadership is the
“Specialized Advisory” Services
“Specialized Advisory” Services
1. Being a fiduciary…..placing the institution’s interest first which reduces conflicts of interest
2. Discretionary decision-making as assigned…..better matching decisions with skills
3. Unified voice…..providing leadership in philosophy and principles of the institution
4. How to think about Markets leader…..teaching about temperament and emotions
5. Investment Policy coordinating……and ensuring adherence to policy and review process
6. Risk management leader….the process of assessing, reviewing and reducing
7. Investing leader….the process of selecting securities, strategies and managers
8. Financial planning coordinator with management to align needs and plans with investing
9. Asset allocation and pool management
10. Reporting responsibilities……developing and improving analytics available
11. Monitoring and Reviewing….markets, managers, strategies and managers
12. Teaching and Education……on policy, orientation, philosophy, principles, etc.
13. Managing relationships with external agents….custodians, auditors, lawyers, etc.
14. Administrative tasks….contracts, paperwork, negotiations
15. Expense management….the process of pursuing the best net returns
We Create Investment Departments
The Conflict-Free Relationship With HLCM
Summary of Key Terms
The Leader: Hi-Line Capital Management will be the leader of the process. It is our job to do all the details, involve necessary decision makers as needed, make productive use of time available and ensure there are no surprises.
Fiduciary: Hi-Line Capital Management will be a fiduciary in writing. The interests of Client comes first.
Fees: No upfront or fixed cost and paid by income earned from assets. The amount is based on total assets under custody and scope of relationship.
Term and Termination: Client can terminate services at any time for any reason with no penalty or fee.
Custody: Client can select and use any custodian, but HLCM would recommend Schwab since it may allow better pricing and lower transaction expenses based on ability to pool transactions and use competitive bidding among brokers to find best price.
Fiduciary: Hi-Line Capital Management will be a fiduciary in writing. The interests of Client comes first.
Fees: No upfront or fixed cost and paid by income earned from assets. The amount is based on total assets under custody and scope of relationship.
Term and Termination: Client can terminate services at any time for any reason with no penalty or fee.
Custody: Client can select and use any custodian, but HLCM would recommend Schwab since it may allow better pricing and lower transaction expenses based on ability to pool transactions and use competitive bidding among brokers to find best price.