Individual Investing

Highland’s Approach to Individual Investing

You’ve worked hard to build your family’s wealth. You want to ensure that your efforts benefit the people in your family for generations. We can help.

Every family’s circumstances are different, which means each family’s approach to investing must also be unique. We offer expertise in creating investment policy statements, asset allocation and investment manager selections, from initial screenings through evaluations and selections.

We work with portfolios that have multi-generational involvement, and we utilize a sophisticated reporting structure to keep you informed on the progress of your plan.

Services Offered

Our services include:

• Development of Investment Policy and updates
• Asset allocation
• Custodian search and relations
• Manager search and monitoring
• Performance measurement and evaluation
• Education and research