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: Arm IPO Boosts Investor Sentiment, Buoys Domestic Equity Indices; It Was Another Good Week For Crude Oil Despite Dollar Strength, But Energy Stocks Don’t Participate In The Rally.

The S&P 500 closed lower by 0.1% while the small-cap Russell 2000 declined 0.2% amid a choppy, range-bound week of trading. The consumer discretionary sector led, followed by communication services, while the information technology sector was the worst performing sector and pulled down the performance of the broader indices.

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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

June Asset Allocation Image - birds flying through clouds.

Asset Allocation: June 2023

The general theme of our May economic commentary was that decidedly mixed messages in the economic data were making it difficult to pin down where the U.S. economy is, let alone forecast where it is going….. read more