Donald Hall, CFA

Wealth Management Built on Trust | Fee-Only Fiduciary

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Hall Capital Donald Hall, CFA
Pasadena, CA

Serving Clients Nationwide

Wealth Management Built on Trust | Fee-Only Fiduciary

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Areas of Focus

  • Alternative Investments
  • Financial Planning
  • High Net Worth
  • Investment Management
  • Tax-Efficient Planning

About Donald Hall, CFA

Hi, I'm Donald Hall, Founder of Hall Capital.

I draw on over 35 years of professional investing experience, having joined Scudder Stevens & Clark as a portfolio manager. I was a Managing Director of the firm, which later became part of Deutsche Bank, and by the time of my departure the firm managed over $300 billion.

I designed equity valuation and asset allocation frameworks that were used firm-wide, and I conceived an equity selection strategy that attracted $3 billion in assets under management within five years.

I launched an equity mutual fund that went on to earn a five-star rating from Morningstar. I chaired the firm's Asset Allocation Policy group for institutions and served as Office Director in Los Angeles.

In founding Hall Capital in 2010, my goal was to bring institutional expertise to portfolios of individuals.

I became a Chartered Financial Analyst after earning my BS in Industrial Engineering from Auburn and my MBA from Harvard.

I'm the father of three, and I enjoy a deep involvement in the Pasadena community, volunteering with four non-profit organizations. Outside of investing, I enjoy playing chess, spending time with friends and family, and chasing a fuzzy yellow ball around the court.

Primary Location

199 S. Los Robles Ave, Suite 535, Pasadena, CA 91101

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Hall Capital

Hall Capital, LLC is a Registered Investment Adviser based in Pasadena, California, that leverages our association with the Hall Family Office for the benefit of a limited number of clients. We have found that clients seek an advisor who is knowledgeable, independent, client-focused and trustworthy.

Who We Serve

We work with individuals, families and institutional clients who want the kind of institutional-level portfolio management usually reserved for large investment houses.

Our founder, Donald Hall, is personally involved with every client relationship, drawing on more than three decades of experience managing taxable, tax-exempt and mutual fund portfolios at a major institutional asset manager before founding Hall Capital in 2010.

Our Approach

Rather than relying primarily on mutual funds and ETFs, we build portfolios around carefully selected individual stocks, and we are comfortable holding concentrated positions when our conviction is high. We also have experience with alternative investments beyond traditional stocks and bonds, including venture capital, private equity, private debt and real estate, for clients who qualify.

Capital preservation is paramount in our approach, and we advise clients to be opportunistic but risk averse, with a conservative asset allocation and a global view of risk and opportunity.

Why Work With Us

Hall Capital is small and fully autonomous. We have no outside shareholders or managers to satisfy, only our clients, and we will grow only at the will of our clients. No portfolio manager is responsible for more than 40 clients, and securities purchased for clients are also purchased by the firm.

Hall Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Hall Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes.

Education

Harvard University, Master of Business Administration | Auburn University, Bachelor of Science, Industrial Engineering

Hobbies and Interests

  • Family
  • Tennis

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Private Foundations & Organizations

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