Trustee-Directed Services

Highland specializes in meeting the complex needs of institutional investors, servicing a variety of committee-directed institutional investors, including pension plans, health & welfare trusts, foundations, endowments, and corporate assets

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Participant-Directed Services

Built from the ground up to meet the unique needs of retirement plan fiduciaries. Highland serves a variety of participant-directed retirement plans including 401(a), 401(k), 403(b), 457, non-qualified plans, and money purchase plans.

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Individual Investors

We are Strategic investors, not market timers. We help clients structure robust portfolios in a way that makes sense for their timeline and objectives.

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Who is Highland Capital Advisors LLC?

In an era of complex financial products, clients need a partner they can trust that does not sell products, collect hidden fees, or provide conflicting advice. Highland Capital Advisors, LLC, is that firm. Headquartered in the great Pacific Northwest, Highland Capital Advisors, LLC is an independent Registered Investment Advisor focused on pragmatic solutions for institutional investors, plan fiduciaries, and individual investors. Through principled conduct and uncompromised advocacy, we build trust and help our clients traverse the complex financial landscape with confidence.

Meet Our Team
12

Billion in Customer Assets

2

Separate Northwest Offices

100

Percent Employee Ownership

20

Years Average Team Experience

Our Approach

The method to our success

As an independent co-fiduciary, our mission is to cost-effectively and time-efficiently optimize our clients’ retirement plans and trusts. To fulfill this mission, we support deeply experienced consultants with powerful technology that produce actionable content that is timely, accurate, and meaningful. The result is sound decision-making and optimal results over time.

 

Custom designed analytics combined with unparalleled experience in retirement plans and investing provide our clients with a unique perspective and depth of insight that only Highland can deliver.

 

Experience, capability, and advocacy only add value when delivered in a way that “fits” our clients’ unique needs, priorities, and preferences. We distill complexity for a living, and we take great pride in our ability to adapt our consulting approach to fit every client’s appetite for detail and decision-making style.

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Our Clients

Highland understands the complex issues fiduciaries face and how those issues inform their decisions. Our clients are plan sponsors, trustees, institutional investors, and individuals across every type of organization.

We focus on serving; participant-directed and trustee directed retirement plans, health and welfare trusts, endowments, foundations, and individuals.

Corporate Retirement

Non-Profit Organizations

Endowment Organizations

Union & Taft Hartley

Public Organizations