We are your partners in progress.

We serve mission-driven organizations that serve people.
Our expertise lies in empowering your portfolio to deliver more.
More money. Bigger projects. Better outcomes. Brighter days.
This is more than business. This is moving the world forward.

About Us

Transforming Portfolios. Advancing Missions.

Highland is a strategic investment consultancy empowering nonprofit healthcare and mission-based organizations to move forward with confidence. Our customized approach transforms portfolios into sources of strength and advancing missions that enrich lives and communities. In every relationship, we seek to act as a catalyst for progress, innovation, and growth.

We deliver a standard of service few can match: Custom-built portfolios. Low client to consultant ratio. Expertise in traditional and alternative investments. Fiduciary education. And open-door access to a complete suite of resources, from credentialed associates with decades of expertise to sophisticated technology and operational support. Our approach builds strong relationships: One-third of our clients have been with us for more than 20 years.

About Us
Weekly Market Commentary

Stocks: Another Record-Setting Week for U.S. Indices, Though Breadth Remains Narrow

Investors Bid Up Small Caps As The FOMC Delivers; Intel-Nvidia Partnership, Biotech Breakthroughs Dominate Headlines, Fuel Sector Rotation; Emerging Markets Outshine Europe.

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Asset Allocation: August 2025

August arrives like a closing curtain – summer’s final act. Vacations wind down, and heat loses its grip, as the long days shorten… read more

Asset Allocation: July 2025

July, long known as the peak of summer heat and celebration, had no shortage of fireworks this year. This July also brought a new tax bill and tariff announcements capable of reshaping the economic landscape…. read more 

Asset Allocation: June 2025

Like the temperature, equity markets have continued their steady climb higher this June. The looming specter of tariffs has yet to ignite inflationary pressures or stifle economic activity…. read more