Managing wealth for institutions

For nearly four decades, Highland Associates, a subsidiary of Regions Bank, has delivered tailored, sophisticated investment services that empower nonprofit healthcare and mission-based organizations to pursue their program goals with confidence.

• Our advice and insight allow us to effectively address investment needs and meet financial goals by aligning portfolios with organizational missions.
• Our customized approach transforms portfolios into sources of strength, advancing missions that enrich lives and communities.
• Highland can be engaged in an advisory role or in a discretionary capacity as an Outsourced Chief Investment Officer (OCIO).

We serve non-profit clients by optimizing their investment policies and portfolio construction, as well as offering best practices to improve administrative elements for their organization. We work with community foundations, corporate foundations, health and human service organizations, colleges, universities, churches and religious organizations, private foundations and more.

Regions Institutional Services specializes in working with plan sponsors to help them find the best solutions to meet their organization’s unique needs, size, demographics and goals.

Regions Institutional Services client have access to the Regions Total Wealth Platform, a powerful digital platform to manage your organization's everyday needs. Watch our brief video to see an overview of the platform's user-friendly tools and features.