The vast majority of investment professionals are paid to place investment product. Highland takes a fundamentally different approach. We work with individuals the same way we work with our plan sponsor clients. We approach the investment process with the type of discipline and formality that is commonly seen from the most successful institutional investors.
We begin by understanding the clients goals, preferences, constraints and biases. We then review a range of potential solutions that have the best chance of meeting the stated goals. Once the strategy has been set, we oversee the implementation of the solution and regularly monitor how well we are progressing towards the goals.
Highland is particularly well versed at building solutions that are extremely cost effective, leaving plenty of room for clients to receive professional tax and estate support without having their "all in" costs become excessive.