Consulting Services

For more than 18 years, Highland has been providing clients with a complete range of institutional investment consulting services. We are committed to the highest quality investment consulting and have no other lines of business that could potentially conflict with meeting our clients’ investment objectives. 

As Investor Advocates®, Highland focuses solely on its clients and assists them in responsibly discharging their fiduciary responsibilities and improving their prospects for success.  Our investment consulting philosophy is centered on providing customized, value added, risk-aware strategic solutions in combination with proactive client service. 

Highland’s goal is to assist clients in their efforts to meet performance objectives with proper attention to risk.  We do this by professionally and effectively monitoring the funds’ investments, their investment managers, and related functions.  We provide insight into many key areas, including capital markets history and projections, in-depth quantitative and qualitative analysis of investment managers, asset allocation, style analysis, risk assessment, portfolio diversification, performance measurement, and attribution, among others.

While Highland has substantial consulting resources and analytical tools, our primary objective is to be sure that the information we provide for clients is concise and readily understood by all parties involved in the investment decision-making process.  We provide research, education and information that allow clients to make informed and effective decisions.