HALL CAPITAL, LLC
BRADENTON, FLORIDA

Each of our 160 professionals are dedicated to our core portfolio management business Hall Capital’s leadership team is experienced and stable. The firm is led by a nine-person Executive Committee that is drawn from across the firm. The Committee averages over 15 years at Hall Capital. Building a diverse organization has been a priority for Hall Capital since the firm’s inception in 1994. The core reason for this is that we believe diverse teams facilitate greater diversity of thought, allowing us to make better decisions and drive better client outcomes. We are cognizant that the demographic composition of the financial services industry in which we operate is far less diverse than the broader population. Against this backdrop, we strive to build an organization that better reflects the diversity of society at large. We aim to broaden our pool of applicants by partnering with organizations that have a similar philosophy and invite you to learn more about them as a way of getting to know us. Diversity is also a key tenet of our investment philosophy and strategy. We build portfolios composed of managers with different backgrounds and investment strategies because we believe this diversification adds value to portfolios. An intentional approach to diversity and inclusion has the potential to strengthen decision-making and investment outcomes for the managers with whom we invest in the same way that we think it benefits our firm’s investment-decision making. We are committed to further strengthening our internal approach to fostering diversity and inclusion as well as being an active participant in the ecosystem. An example of our commitment to community engagement and leadership is Hall Capital signed the in 2017. The pledge is the largest CEO-driven business commitment to advance diversity and inclusion in the workplace. We work in partnership with our clients to clarify how we can most effectively adapt our role to suit your needs, with the objective of forging a partnership that will enable timely and effective investment decision making. 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. . In many respects, our willingness and ability to embrace the complexity oftentimes associated with very wealthy families has been core to the success of Hall Capital. Our expertise and experience have proven valuable to clients in a number of additional areas, such as wealth transfer, philanthropic planning, family governance, and strategic advice regarding family businesses or concentrated single stock positions. Our advice to these clients is broad and based on our nearly twenty years of experience evaluating the optimal structures for inter-generational wealth planning, educating children and grandchildren on investments and budgeting, and the integration of philanthropy, tax and investment optimization. Hall Capital serves as a   We work closely with each client’s investment committee or board to determine objectives such as return requirements, liquidity needs and cash flow projections in order to establish an appropriate investment policy statement and asset allocation strategy. We construct, monitor, and rebalance investment portfolios according to these guidelines, combining our own capital markets expectations with the specific objectives and constraints of each client’s portfolio. We continuously monitor risk against a number of metrics and discuss investment performance, themes, and actions at regular client meetings. Hall Capital views our relationship with each of our institutional clients as a partnership. We are  There are four basic elements of successful investment management that define Hall Capital and differentiate us from our competitors. We are a proudly independent firm—employees own the