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: S&P 500 Was ‘Due’ For A Pullback, But Signs Of Resiliency Remain Encouraging; Small-Caps Struggling Amid Rising Treasury Yields, Tight Labor Market; Strength In Eurozone, U.K. Equities Pointing Toward Brighter Economic Days Ahead.

The National Federation of Independent Business (NFIB) Small Business Index for March is released Tuesday on the heels of an 89.4 reading in February.

Read More

Asset Allocation: March 2024

Federal Open Market Committee (FOMC) members have made it clear that while they expect to begin cutting the Fed funds rate at some point in 2024… read more 


Asset Allocation: February 2024

For those of us tasked with tracking, analyzing, and forecasting the economic data, a general rule is that you seldom actually know what you at first think you know… read more

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