Highland Associates
Investment solutions for mission-based organizations

40 years. One mission. We guide nonprofit institutions in building investment programs that align long-term mission goals with real-world operating needs.

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Learn more about our team and offerings

Who we serve

What we do

Our team

Our research

Guiding mission-driven organizations through a broad range of operating and market environments—since 1987

Highland is a strategic investment consultancy empowering nonprofit healthcare and mission-based organizations to move forward with confidence. We're committed to delivering exceptional service tailored to client needs. We do this through custom-built portfolios, a low client-to-consultant ratio, experience in traditional and alternative investments and by providing fiduciary education. Our clients enjoy open-door access to a complete suite of resources, from credentialed associates with decades of experience to sophisticated technology and operational support. Our approach builds strong relationships: 20% of our clients have been with us for more than 20 years.

  • 14
    years average client tenure
  • 6:1
    client-to-consultant ratio
  • 1987
    year established

Our goal is to foster strategic collaboration with every client

We serve healthcare, religious and other nonprofit organizations across the country. Our clients rely on their assets to support long-term needs in their work to strengthen communities, support education, or improve healthcare.

Healthcare organizations

  • Hospital systems
  • Academic medical centers
  • Community hospitals
  • Health plans
  • Senior housing
  • Regional centers of excellence
  • Children's hospitals
Learn about healthcare services

Foundations and endowments

  • Higher education
  • Independent schools
  • Community & private foundations

Other organizations

  • Nonprofit
  • Charitable
  • Faith-based

What we offer

Specialists in nonprofit healthcare since 1987

  • Our experience in healthcare draws upon knowledge, insights, technology, and proprietary tools acquired over decades.

Collaborative consultants

  • Our low client-to-consultant ratio supports a high-touch service model. Clients have open-door access to a complete suite of resources to manage investment programs, front office to back.

Best-of-both-worlds resources

  • As a boutique investment firm within Regions Financial Corporation, Highland leverages the vast resources of a Fortune 500 company.

Where we excel

Customized portfolio construction

  • Our team works closely with your organization to understand needs and objectives. These insights drive our allocation recommendations.

Comprehensive research in all asset classes

  • Highland has extensive experience in traditional and alternative investments. We’ve sourced and vetted top-tier alternative strategy managers for over 30 years.

Deep experience in Outsourced Chief Investment Officer (OCIO)

  • Highland’s custom solutions for OCIO clients strive to consistently generate durable long-term excess returns.

Meet our team

For nearly 40 years, our priority has been building a team of talented professionals dedicated to creating lasting value for our clients. Meet our team — each member brings unique knowledge and perspectives to help you achieve your mission.

See bios of our team members

Let us help you move your mission forward

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Get the latest in our research & market commentary

Research is the foundation of our work at Highland Associates. Our customized investment management programs are informed by a hypersensitivity to financial market dynamics and a commitment to due diligence. Our knowledge spans capital markets, traditional investments and alternative strategies.

Weekly market commentary
Weekly Market Commentary

Every week, our leadership group provides their latest market insights to help our clients make informed decisions with their assets.

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asset allocation
The more things change, the more they stay the same

Amid international and domestic volatility, the economy continues to grow at a sturdy pace.

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Healthcare
Strategic investing in healthcare innovation

Healthcare innovation investing can potentially lead to efficiencies and new revenue streams. The challenge lies in building governance structures that endure through leadership changes and market cycles.

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