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: Magnificent Seven Under The Microscope, Slowing The NASDAQ; Federal Reserve Holds Rates, Downplaying Odds of March Move and Regional Banks Face Renewed Concerns

Growth Gets A Gut Check From AI Expectations. The tech- heavy NASDAQ wobbled this week, underperforming the S&P 500 while managing to finish positive by 1.13% on a late week earnings surge.

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Asset Allocation: January 2024

Large-cap domestic stocks (S&P 500) turned out an impressive 26.2% total return in 2023, the third time in the last five years that the index generated a 20% or greater gain. read more

Asset Allocation: December 2023

As we close in on year-end, there are concerns that the U.S. economy will slip into recession in the new year, and even though inflation remains well above the Federal Open Market Committee’s (FOMC) 2.0% target rate…. read more 

Asset Allocation: November 2023

On October 26, the U.S. Bureau of Economic Analysis (BEA) released their initial estimate of Q3 GDP, which showed real GDP grew at an annual rate of 4.9% during the quarter… read more