Rely on an Industry Leader

Since 1993, employers have relied on Highland as a fiduciary to their retirement plans. Today, we’re one of the largest investment consultants ranked by worldwide institutional assets under advisement,1 advising over 125 ERISA plans.2

Investor Advocates®

Defined Contribution Plans

Highland’s holistic approach considers your plan investments and far more, from plan design to compliance, fee management, demographics and participant communication as well.

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Defined Benefit Plans

Pension plan decision-making calls for a deep understanding of your goals, objectives, and tolerance for risk. Highland discovers these priorities to optimize your investment strategy.

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A Breadth of Services for a Variety of Plan Sponsors

Highland advocates for you by becoming knowledgeable in what matters to your organization and your plan’s success. Services specific to your plan will be unique to your requirements, crafted with a fiduciary’s unbiased counsel and delivered with Highland’s client-first service.

Client First. Every Opportunity. Every Interaction.

Governance

We review your current investment guidelines and make sure they align with your goals. We can advise and train your committee members or staff, and we’ll regularly review and report on your adherence to these foundational policies.

Fiduciary Support

As your co-fiduciary, we don't shy away from plan complexities. Our process, reports, checklists, and in-person meetings give you the tools and confidence that you are fulfilling your fiduciary duty.

Investment Portfolios

Our credentialed in-house investment team creates one-of-a-kind investment portfolios tailored to your organization.

Traditional or OCIO Consulting

As your Investor Advocates®, we serve in a non-discretionary or discretionary (OCIO) relationship. In any arrangement, we deliver on our pledge to advocate for you.

Plan Design

The successful defined contribution plan not only measures investment results, but focuses on participant outcomes also. Often, simple changes like automated features can dramatically improve participant success.

Participant Engagement

Highland assists clients with strategies to improve participant engagement. Employee education, thoughtful plan design and tailored communications can all play a role. Often, strategies can be tailored around a plan’s participant demographics to maximize effectiveness.

Propriety Research Tools

Highland invests heavily in firm-developed systems. Our rigorous analyses identify vetted investment options at carefully managed costs.

Manager Search, Selection, and Monitoring

Highland conducts due diligence and annually participates in hundreds of meetings with managers. With every contact, our database is updated with notes, documents, ratings, and supporting analytics in order to construct portfolios with a target mix of styles, approaches, and desired exposures.

Fee Reviews

Plan sponsors are required to know what fees they’re paying and whether those are reasonable. Highland analyzes relevant data from our large client base, external resources, and ongoing search activity to measure and benchmark vendor fees in real time to help you assess their reasonableness and value to you.

Useful Reporting

We customize reporting in response to your information needs. Highland's reporting tools, fine-tuned to your requirements, help you gain the clarity that improves decision-making.

Highland Research

Highland’s approach to research is grounded in our philosophy and activated through our commitment to independent and analytical evaluation for client-first results.

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If It Concerns Your Employees,
It Concerns You.

Most workers are under-prepared for retirement. This financial insecurity can affect job performance and permeate company culture.

Financial wellness and the confidence that follows are achievable with a plan and a comprehensive investment management process that considers your interests as plan sponsor and plan fiduciary, and the engagement of your employees as well.

Your On-Staff, Off-Site Resource

Periodic meetings are a given, but relationships are built in the time between. That’s when issues arise and solutions are delivered. Highland’s client-first commitment invites you to lean on us.

Consider us your trusted colleague—on your side and just a phone call or email away.