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: Risk-Off Dominates As Profit-Taking Hits Some Mega-Cap Growth Leaders With ‘High Bars To Chin;’ Relative Strength From Abroad, Despite Weaker Economic Data; Another Rough Week For Crude Oil…

Stocks sold off last week as solid, albeit mixed earnings results led to profit taking in some of this year’s mega- cap growth leaders.

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Asset Allocation: October 2023

In our preview of the September Federal Open Market Committee (FOMC) meeting in last month’s edition of this commentary, we said the following….. read more

Asset Allocation: September 2023

The U.S. economy is a) shifting into a faster rate of growth; b) gently easing into a soft landing; or c) on the road to recession…. read more 


Asset Allocation: July 2023

While it may be true that, as Neil deGrasse Tyson says, the universe is under no obligation to make sense to you, would it be too much to ask for the economic data to do so?… read more