As Investor Advocates®, Highland pledges transparency, impartiality, and analytically rigorous solutions. We’ve acknowledged our fiduciary role to our clients since day one. As a result, Highland works in your best interests, not simply offering advice, but advocating for you. Always.
Since 1993, our owner-associates have helped steward our clients’ investments objectively, faithfully, and diligently. Today, we’re recognized as one of the largest investment consultants ranked by worldwide institutional assets under advisement.¹
As Investor Advocates®, Highland pledges transparency, impartiality, and analytically rigorous solutions. We’ve acknowledged our fiduciary role to our clients since day one. As a result, works in your best interest, not simply offering advice, but advocating for you. Always.
Since 1993, our owner-associates have helped steward our clients’ investments objectively, faithfully, and diligently. Today, we’re recognized as one of the largest investment consultants ranked by worldwide institutional assets under advisement.1
Highland Investor Advocates®
Independent and Objective
Highland is completely independent.
We are obligated to our clients and no one else.
An investor advocate is totally independent.
Highland is committed to providing objective counsel based upon the needs and requirements of each client while limiting the potential for bias and conflicts of interest where possible.
Capable and Informed
Highland helps shoulder our clients’ fiduciary responsibilities while advocating for plan success.
An investor advocate is experienced, diligent, and uses leading analytical and information resources in a process that can help you achieve compliance with fiduciary standards.
Highland believes effective reviews are thorough, thoughtful, and analytically rigorous.
Results-Oriented and Cost-Conscious
Our owner-associates steward our clients’ investments and scrutinize fees to help achieve better net results.
The risk and return objectives of each client investor motivate the investor advocate who understands whose investment it is, whose money is at risk, and how critical investment success is to client outcomes.
Professional and Client-Accessible
Client-First. Every Opportunity. Every Interaction.
Quality, professional service from an investor advocate includes responsiveness to any inquiry, timely reporting, and consistently meeting our commitments.
An investor advocate is on your side, and a phone call away.
