Highland Capital Management is an investment advisory firm that specializes in managing equity and fixed income portfolios for individuals, high net worth individuals, charitable organizations, government entities, retirement plans, trusts, and corporations. Founded in 1987 and owned by Argent Financial Group, Highland Capital tailors its investment strategies to meet each client's specific risk tolerance, liquidity requirements, and financial goals. The firm offers a wide range of equity strategies—such as Large Cap Value, Large Cap Growth, Multi-Cap, and International Equity—as well as various fixed-income strategies, balanced portfolios, and exchange-traded fund model portfolios. Highland Capital does not provide personal financial planning services, focusing entirely on portfolio management and investment advisory services. The firm manages assets on a discretionary basis, making investment decisions on behalf of clients according to established guidelines. Highland Capital emphasizes fundamental and quantitative research, striving to generate above-market returns while managing risk.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $15.0M | 0.38% |
| $15M+ | 0.38% |
Schedule reflects Traditional Equity accounts. Fixed income accounts are 0.375% on first $10M and 0.25% above. Core Plus charges 1.00% plus 10% performance fee. SMID Cap Core Alpha charges 0.75%. All fee rates and minimums are negotiable.