HIGHLAND INVESTMENT ADVISORS LLC

Overview

Highland Investment Advisors LLC is an independent registered investment adviser that acts as a capital allocator to both individual/family and institutional clients. The firm focuses on fee-based portfolio management and financial planning, and it also provides selection-of-other-advisers services when clients need outsourced or specialist management. Highland operates primarily on an assets-under-management fee schedule with the option of fixed-fee engagements for specific planning or consulting work. Investment activity centers on publicly traded pooled vehicles for core exposure, supplemented by allocations to third‑party alternative managers—most notably real estate funds. The firm does not position itself as an active ESG investor. Because Highland provides portfolio management for individuals and small businesses, its approach appears designed to deliver diversified, multi-asset solutions that use mutual funds and annuity strategies alongside private real estate allocations to meet income, growth and liability-management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices