HIGHSTREET FINANCIAL, LLC

Overview

Highstreet Financial, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for both individuals and institutions. The firm operates under a percentage-of-assets fee model and concentrates client work on traditional investment management rather than ESG mandates. Its advisory scope includes portfolios for individuals and small businesses as well as tailored management for business and institutional entities. Public funds and mutual funds represent a central element of the firm’s allocation approach, and the filing indicates use of third‑party alternative managers and corporate debt as complementary building blocks where appropriate. Investment activity appears centered on model-driven mutual fund and pooled‑fund solutions with discretionary oversight for most accounts. Highstreet Financial typically places emphasis on liquid public instruments for core allocations while layering in less liquid exposures—via outside managers—when a client’s objectives, risk tolerance, and liquidity profile justify those positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices