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What We Do

We provide fiduciary expertise and oversight, delivered through an ongoing process scaled to your appetite for detail, that, over time, builds familiarity, confidence, trust, and partnership. At your preference, Highland will act either as an ERISA 3(21) or 3(38) fiduciary to help you meet your objectives.


Highland specializes in meeting the unique needs of institutional investors. Specifically, each member of our team has dedicated their entire careers to serving the needs of retirement plans and institutional investors.

Trustee-Directed Services

Highland focuses on meeting the complex needs of institutional investors, servicing a variety of committee-directed institutional investors, including pension plans, foundations, endowments, and corporate assets. Specific services include investment strategy (including capital market analysis and policy development), tactics (asset selection and allocation), and implementation (manager selection, oversight, and compliance management).

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Participant-Directed Services

Highland was built from the ground up to meet the unique needs of retirement plan fiduciaries, serving a variety of participant-directed retirement plans, including; 401(a), 401(k), 403(b), 457, and non-qualified plans. Specific services include governance and investment policy, fiduciary risk mitigation, investment menu design, investment manager search and selection, employee education strategy and delivery, plan design, compliance, and vendor search and management.

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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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