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: Ceasefire and AI Send Nasdaq and S&P 500 to Record Highs, While The Dollar and Gold Slide As Investors Shed Safe Havens

Crude And Energy Equities Relinquish Recent Gains As Capital Flows Turn Back To Global Tech.

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Asset Allocation: June 2025

Like the temperature, equity markets have continued their steady climb higher this June. The looming specter of tariffs has yet to ignite inflationary pressures or stifle economic activity…. read more

Asset Allocation: May 2025

As global markets recover from April’s volatility, uncertainty casts a long shadow.  The administration, still tending to the self-inflicted wounds of “Liberation Day,”… read more

Asset Allocation: April 2025

History rarely remembers those who finish third. Yet if April finishes as it began, it will have the distinction of being the third most volatile month for the S&P 500 in as many decades…. read more