For nearly five decades, Highland Associates has empowered mission-based organizations to pursue their program goals with confidence. 

We deliver sophisticated investment services tailored to the needs of your organization. Our advice and insights can improve operations, anticipate problems, and safeguard your mission. 

Highland can be engaged in an advisory role or in a discretionary capacity as an Outsourced Chief Investment Officer (OCIO).

The Blueprint

Our BLUEPRINT lists our entire menu of services. We can work with you to determine the structure and/or deliverables that are the right fit for your program.

General Consulting Strategic Consulting
Team Driven Support Team-Driven Support
Client Education Fiduciary Education
Research Research
Shared Fiduciary Responsability Shared Fiduciary Responsibility
Spending Policy Spending Policy / Liabilities Analysis
Investment Policy Statement Investment Policy Statement Development
Portfolio Strategy Portfolio Strategy
Manager Selection Manager Selection
Trading Trading
Reporting Reporting
Back Office Back Office/Operational Support

Our Firm can be engaged two ways:

As a traditional advisory consultant

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As an Outsourced Chief Investment Officer (OCIO)

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Highland provides a complete suite of resources, including credentialed associates, expertise, and technology to manage investment programs from front office to back.