“Our focus is to provide needed executive level leadership in the investment process for healthcare providers, allowing for long-term growth and stability in their mission."
- Michael Anderson
President and Chief Investment Officer
President and Chief Investment Officer
"Making the Balance Sheet a Strategic Asset"
> The three primary steps to strengthen the balance sheet include:
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> The importance of making the balance sheet a strategic asset includes:
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> Top Risk Reduction Opportunities:
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> Why Choose "Fiduciary External Resources" aka Outsourced Chief Investment Officer:
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> The following illustrates key best practice components of the Investment Operation:
> Time for a SWOT Analysis?
Top reasons to complete a Strategic Review:
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The HLCM Relationship
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.
