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Who We Are

OVERVIEW

Highland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations. Our credentialed advisors’ hyper-awareness of financial market dynamics, deep understanding of the industry and commitment to due diligence inform the forward-looking investment management programs that we customize for each client. We base our success not only on the returns that we generate, but also on building collaborative, supportive and candid relationships with those individuals with whom we partner. Highland Associates was founded in 1987 and advises clients nationwide.

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Executive Management

Institutional Consulting

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Compliance & Portfolio Operations

CLIENT REACH

Investing for the total client nationwide.

RECENT RESEARCH

Asset Allocation | February 2023

Asset Allocation | January 2023

Asset Allocation | December 2022

Asset Allocation | November 2022

Asset Allocation | October 2022

Asset Allocation | September 2022

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Corporate Structure

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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
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Email:information@highlandassoc.com