CLIENTS

We founded Highland Associates Inc. specifically to help develop, implement and maintain investment management programs for not-for-profit institutions. We are a boutique firm who see ourselves as partners with our clients, rather than simply third party advisors.
Today, we advise on more than $15 billion (as of June, 30 2007) for not-for-profit health care organizations, foundations and endowments across the country. With every engagement, our goal is the same: to protect our clients’ assets, while prudently growing their portfolios over time. Our clients are typically charged with responsibilities extending decades; we advise them through a prudent, practical approach. Our investment plans are thoroughly considered, rigorously supportable and have proven successful since our firm’s founding in 1987.