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You are here: Home / Transforming portfolios. Advancing Missions.

Transforming portfolios. Advancing Missions.

Our credentialed advisors understand each client’s unique challenges relative to macro-level issues facing the industry, and work closely alongside them to make informed financial decisions. We consider the role of each client’s portfolio within the context of its total capital. Our services include:

Investment Services

Highland Associates | Investment Services

We craft customized solutions that achieve desired goals based on specific investment resources and needs. These services include:

  • managing enterprise risk
  • aligning assets to mission
  • determining portfolio and organizational objectives and constraints
  • melding portfolio with risk tolerance
  • designing investment policies
  • researching capital markets or pursuing other topical research areas of focus
  • allocating assets and recommending and selecting investment managers
  • providing traditional advisory consulting
  • performing as a discretionary outsourced manager of assets

Reporting Services

Highland Associates | Reporting Services

Our reporting services ensure transparency and enhance our investment offerings. These services include:

  • maintaining routine monthly and quarterly reporting
  • facilitating internal (staff) and committee (governance) reporting
  • managing presentations, meetings and ad hoc reporting to assist with audit and rating agency reviews and affiliate recommendations

Business Services

Highland Associates | Business Services

Our business services typically are defined as:

  • assisting in custodian searches
  • coordinating and interacting with rating agencies and auditors
  • managing back-office administrative tasks, such as negotiating and preparing manager and subscription agreements
  • interfacing with custodians to process approved trades and reconcile client reports, and other operational duties and tasks
  • providing client-specific education on the strategy and reasoning behind investment decisions

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Services

Investment Services

Reporting Services

Business Services

CLIENT REACH

Investing for the total client nationwide.

RECENT RESEARCH

Asset Allocation | January 2023

Asset Allocation | December 2022

Asset Allocation | November 2022

Asset Allocation | October 2022

Asset Allocation | September 2022

Asset Allocation | August 2022

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Corporate Structure

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Disclaimer
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The information provided herein is for informational purposes only. While Highland has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies or typographical errors for which we apologize. The information provided herein does not constitute a solicitation or offer by Highland, or its subsidiaries and affiliates, to buy or sell any securities or other financial instrument, or to provide investment advice or service. Nothing contained herein should be construed as investment advice or a recommendation to purchase or sell a particular security. Investing involves a high degree of risk, and all investors should carefully consider their investment objective and the suitability of any investments. Past performance is not indicative of future results. Investments are subject to loss.


Copyright © 2023 · Highland Associates, Inc.
Headquarters - Birmingham
2545 Highland Ave. S., Suite 200
Birmingham, Alabama 35205–2478

Phone 205.933.8664
Fax 205.933.7688

St. Louis
8182 Maryland Avenue, 12th Floor
St. Louis, MO  63105

Phone 314.615.3501
Connect with us.  
Email:information@highlandassoc.com