Highland Associates can be engaged on a project basis. We can assist with custody searches, investment policy reviews, and enterprise risk modeling. For a complete list of services, please see below.
- Enterprise Risk Model – a top-down approach to the risk management process
- Custody Search – a process where we help clients identify and select suitable custodians for their assets
- Investment Policy Review – a comprehensive evaluation of your current investment policy statement that aligns with your changing financial situation, goals and market conditions
- Spending Policy Review – a comprehensive review of current spending patterns
- Peer Analysis
- Fee Analysis
- Benchmark Review
- Private Market Assessment
- Targeted Education Sessions