Approach
Unlike many private wealth management firms that focus on individual investors, Highland specializes in meeting the unique needs of institutional investors. Specifically, each leading member of your proposed service team has dedicated their entire careers to serving the needs of retirement plans for over twenty years
Alignment of Interests
Our business model, culture, and operational structure are designed to provide our clients high-caliber advisory services. Since we have no products to sell or business biases common to our competitors, we enjoy the freedom to help our clients be astute consumers of financial services.
Access and Expertise
Our clients work directly with the owners of Highland – not junior staff in the early development stages of their careers. These individuals have the vision, expertise, and accountability you require. We are encouraged by innovation and driven to raising the bar. Other than attrition through acquisition or plan termination, this is evidenced by Highland’s sterling client retention rate since its inception. All current and former clients are available as references.
Value and Integrity
We take extreme pride in our integrity and the value we bring to our clients. We have no hidden agendas or fees. We aim to be frugal with all portfolio expenses, and we go to great lengths to demonstrate that our work adds measurable value well above our fees.
Adaptability and Fit
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.