Highland Associates, Inc. provides comprehensive investment consulting, advisory, and reporting services primarily to institutional investors, including foundations, endowments, defined benefit and contribution plans, insurance portfolios, and non-profit healthcare operating entities. Founded in 1987 and acquired by Regions Bank in 2019, Highland offers services in three formats: implemented consulting (non-discretionary operational support), discretionary services (managing assets within agreed policy ranges), and designated investment services. The firm also manages the Cahaba Partners Investment Fund. Highland's approach focuses on asset allocation, matching assets to known liability streams, and utilizing both strategic and tactical frameworks driven by fundamental analysis and proprietary tools like the Diffusion Index.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.