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: Still No Resolution To The S&P 500’s 3,800/4,200 Trading Range; Higher Treasury Yields, U.S. Dollar Strength Headwinds.

S&P 500 Still Stuck In A Trading Range – For Now: The S&P 500 rose 1.7% on the week and traded on either side of 4,200 in the back-half of last week before settling at 4,191. 4,200 has proven to be a ceiling of resistance and has capped gains on multiple occasions so far this year and remains the level worth watching.

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Toy blocks rolling from spelling BAD to GOOD.

Asset Allocation: April 2023

This just in: The U.S. economy is slowing and the demand for labor is cooling. While we do not find either to be at all surprising, many analysts and many market participants are in full Captain Renault mode… read more 

Asset Allocation: March 2023

Over the past several weeks, there has been considerable discussion of a “reacceleration” of U.S. economic growth in early 2023… read more

Asset Allocation: February 2023

It’s hard to know where you’re going if you’re not sure where you are. That is something we learned from experience in the dark days before the advent of GPS technology… read more