Customized Investment Strategies

Highland provides specialized investment consulting services to numerous nonprofit organizations including health care entities and educational institutions. Our detailed modeling and investment processes are fully customized to take into consideration not just the specific portfolio objectives, but also and perhaps more importantly, the potential impact on the entity in aggregate.


Joel Baker, CFA
Nonprofit Client Team Leader


Certain pools of assets serve defensive functions in an organization. Management of these types of funds demands an emphasis on enterprise risk management. We’ve helped clients manage funds with targeted maximum levels of cyclicality.

Several clients have engaged us to help craft acquisition funds. Acquisition portfolios require resilience in market downturns or even features that generate profitable returns in challenging environments. These investments have no spending use if they can’t be liquidated in down markets.