Highgate Financial Partners

Highgate Financial Partners provides ongoing discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, and lists charitable organizations among its client types. The firm prepares an Investment Policy Statement for each client to document goals, risk tolerance and investment guidelines, and evaluates current investments as part of its ongoing service.

The firm’s investment process combines fundamental analysis with modern portfolio theory to establish asset allocation and select investments, and it implements both long-term positions and options strategies (including covered, uncovered and spread trades). Highgate generally seeks discretionary trading authority, may use model allocations tailored to client restrictions, and maintains custody relationships that support its trade execution and reporting processes.

Notable for a firm of this size, Highgate explicitly serves charitable organizations and offers access to a broad set of investment vehicles—including ETFs, real estate funds/REITs, private placements, venture capital and commodities—alongside more conventional mutual funds and fixed income. The firm also documents policies around fair allocation of opportunities and the acceptance of certain custodian-provided research and services, and includes financial planning as part of its portfolio management offering.