HIGHLAND ASSOCIATES
Who we serve
At Highland, we view ourselves as an extension of your team, working alongside you to achieve your goals. Every organization is unique and our flexible service model adapts to your structure, ensuring we deliver support in the way that works best for you.
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 their 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
Foundations and endowments
- Higher education
- Independent schools
- Community & private foundations
Other organizations
- Nonprofit
- Charitable
- Faith-based
Healthcare initiatives
Investment advice and counsel for nonprofit healthcare organizations
Nonprofit healthcare organizations are facing challenges on all fronts.
Highland is uniquely qualified to provide investment advice and counsel for this complex market, providing:
- Specialists with decades of experience.
- Knowledgeable services to support your staff.
- Dedicated healthcare analytics staff advisors.
- Proprietary tools for informed decisions.
Client education
Successful investing requires educated decision makers
We help your organization's leadership and board to become better informed on investment strategies and other relevant subjects.
Ongoing educational opportunities
- Training on investment-related topics, including governance, specific asset classes, asset allocation, and risk.
- Symposia offered each year to highlight topics of interest.
- Two-day client conference every other year that includes discussions on asset classes, macroeconomic topics, and more.
Timely investment-related reports
We maintain a regular publication schedule to share important investment-related news and market developments.
- Asset Allocation: a monthly overview with a broad view and commentary on the current market.
- Insights: longer reports with an in-depth analysis of a particular issue or asset class that may impact our clients.
- Weekly Market Commentary: a weekly report on various investment views held by our Multi-Asset Solutions and Highland teams.
Let us help you move your mission forward
Highland Associates serves clients across the country
We are a strategic investment consultancy serving institutional organizations nationwide. Now in our fifth decade of service, we empower clients of all sizes to achieve ambitious program goals. Our track record reflects this experience: 20% of clients have been with us for more than 20 years.
Our consulting philosophy
Highland is committed to building collaborative, supportive, and candid relationships with our clients. Our consulting philosophy is built on the following goals or outcomes:
- To deliver impactful financial returns for mission-based organizations.
- To provide strategic, research based portfolio recommendations to decision-makers and mission-based organizations.
- To help our clients manage risk and achieve their investment goals. (Better decisions equal better outcomes.)
- To build long lasting, enduring relationships with management and committees based on trust and honesty.
- To supplement our clients' in-house teams with additional service and support, enabling them to focus on core competencies or mission.
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.
asset allocation
Madness
April has borrowed more than a little of March’s madness. Highland outlines the risks and potential opportunities that may emerge as markets navigate an increasingly complex and uncertain landscape.
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.