We are your partners in progress.

We serve mission-driven organizations that serve people.
Our expertise lies in empowering your portfolio to deliver more.
More money. Bigger projects. Better outcomes. Brighter days.
This is more than business. This is moving the world forward.

About Us

Transforming Portfolios. Advancing Missions.

Highland is a strategic investment consultancy empowering nonprofit healthcare and mission-based organizations to move forward with confidence. Our customized approach transforms portfolios into sources of strength and advancing missions that enrich lives and communities. In every relationship, we seek to act as a catalyst for progress, innovation, and growth.

We deliver a standard of service few can match: Custom-built portfolios. Low client to consultant ratio. Expertise in traditional and alternative investments. Fiduciary education. And open-door access to a complete suite of resources, from credentialed associates with decades of expertise to sophisticated technology and operational support. Our approach builds strong relationships: One-third of our clients have been with us for more than 20 years.

About Us
Weekly Market Commentary

Stocks: Investor Sentiment, Risk Appetite Subdued With Tariffs A Moving Target

U.S. Dollar Slides As Capital Flows From The U.S. To Europe, Allowing The Renaissance For Euro Area Stocks To Continue; Fiscal, Monetary Policies Supportive Of Further Gains For Euro Area, U.K. Equities.

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Asset Allocation: February 2025

With Trump’s first and most recent bids for the White House, a vocal minority has stood in fierce opposition. Some individuals vowed to move abroad, perhaps to Canada, should Trump win….. read more 

Insight: White Paper January 2025

Just a few short years ago, hospitals and health systems weathered what many have called one of the worst years ever in healthcare – 2022… read more

Asset Allocation: January 2025

The tradition of celebrating the New Year is older than Western civilization. Nearly 4,000 years ago, the Babylonians celebrated the end of one year and the birth of the next…. read more