Who We Serve

Our goal is to be a strategic partner to every client.

Who We Serve

The majority of our clients are nonprofit mission-based organizations. Each is working to enrich communities, support education, or improve healthcare. Our role is to serve as a catalyst, providing knowledge, strategies, and tools to support their mission’s success.  

We’re proud of the long-lasting relationships we build with clients. Many have been with us for more than 20 years. Our average client tenure is 13 years. 

Institutions served:

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Healthcare

  • Hospital Systems
  • Academic Medical Centers
  • Community Hospitals
  • Health Plans
  • Senior Housing
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Foundations & Endowments

  • Higher Education
  • Independent Schools
  • Community & Private Foundations
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Other Organizations

  • Nonprofit
  • Charitable 
  • Faith-Based

Our Consulting Philosophy:

Highland is committed to building collaborative, supportive, and candid relationships with our clients. Our consulting philosophy is built on the following goals or outcomes: 

  • To deliver impactful financial returns for mission-based organizations. 
  • To provide strategic, research-based portfolio recommendations to decision-makers and mission-based organizations. 
  • To help our clients manage risk and achieve their investment goals. (Better decisions equal better outcomes.) 
  • To build long-lasting, enduring relationships with management and committees based on trust and honesty.
  • To supplement our clients’ in-house teams with additional service and support, enabling them to focus on core competencies or mission. 
Highland Associates US Coverage Map
Highland Associates serves clients across the country.*
*as of 12/31/2023

Highland Associates can be engaged as a traditional advisor or as an Outsourced Chief Investment Officer (OCIO).