Founded In


Assets under management
*as of 12/31/2023

13 years

Average Client Engagement

20 years

Average Industry Experience


Number of Offices

Our Mission Statement: To build, preserve, and strengthen client and industry relationships by delivering exemplary service with a passionate, skilled, and engaged team.  

Who We Are:

Highland Associates is a strategic investment consultancy serving institutional organizations nationwide. Now in our fifth decade of service, we empower clients of all sizes to achieve ambitious program goals. Our track record reflects this expertise: One-fourth of clients have been with us for more than 25 years. 


  • Specialists in nonprofit healthcare since 1987:
    Our expertise in healthcare draws upon knowledge, insights, technology, and proprietary tools acquired over decades.
  • Collaborative consultants:
    Our low client-to-consultant ratio supports a high-touch service model. Clients have open-door access to a complete suite of resources to manage investment programs, front office to back.
  • “Best of both worlds” resources:
    As a boutique investment firm within Regions Financial Corporation, Highland leverages the vast resources of a multi-billion dollar financial giant.


  • Customized portfolio construction:
    Our team works closely with your organization to understand needs and objectives. These insights drive our allocation recommendations.
  • Comprehensive research in all asset classes:
    Highland has extensive experience in traditional and alternative investments. We’ve sourced and vetted top-tier alternative strategy managers for over 30 years.
  • Deep expertise in Outsourced Chief Investment Officer (OCIO):
    Highland’s custom solutions for OCIO clients consistently generate durable long-term excess returns.

Institutions served:

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  • Hospital Systems
  • Academic Medical Centers
  • Community Hospitals
  • Health Plans
  • Senior Housing
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Foundations & Endowments

  • Higher Education
  • Independent Schools
  • Community & Private Foundations
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Other Organizations

  • Nonprofit
  • Charitable 
  • Faith-Based