Nashville, TN Burton Hills Blvd Office
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High Knoll Wealth Advisors, LLC
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About
High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations and plan sponsors. The firm offers discretionary portfolio management and standalone financial planning and may allocate client assets among mutual funds, ETFs, stocks, bonds, REITs, MLPs, structured notes and cryptocurrency.
The firm builds long-term portfolios using asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions, and selects securities using commercially available analytics, manager conversations and market research. High Knoll manages assets in-house and integrates held-away accounts (for example, employer-sponsored retirement plans) through the ByAllAccounts data-aggregation platform, providing discretionary oversight and implementation guidance while clients retain trade execution control.
Noteworthy for a small adviser, High Knoll serves as an ERISA fiduciary for retirement plan consulting, conducts quarterly account reviews, and does not accept proxy-voting authority (custodians send proxy materials directly to clients). The firm also documents procedures for assisting clients with held-away account transactions and explicitly includes review and recommendation of less-common investments for its size, such as private real estate, structured notes, MLPs and cryptocurrency.
Based on High Knoll Wealth Advisors, LLC
Expertise
Based on High Knoll Wealth Advisors, LLC
Location
40 Burton Hills Blvd, Suite 200
Nashville TN 37215
Advisors at this office
1
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