A complete list of active advisors currently associated with Highland Capital Advisors, LLC
Warmer can help you find a great advisor at Highland Capital Advisors, LLC or one who fits your needs even better.
Highland Capital Advisors, LLC is a fee-only, fiduciary-always registered investment adviser that provides ongoing portfolio management, comprehensive financial planning, and retirement-plan design and advisory services to individuals, families, 401(k) plans, businesses, municipalities, nonprofits and trusts. The firm delivers both discretionary and non-discretionary management as well as menu-driven and comprehensive planning engagements tailored to client needs. The firm emphasizes a client-centered, values-based process and documents objectives and constraints in an Investment Policy Statement that guides multi-strategy portfolios. Investment implementation blends strategic and tactical allocation, alternative and principal-protection strategies, and uses fundamental, technical, charting and quantitative analysis; custodial choices include institutional platforms as well as retail custodians. Several operational and product features distinguish the firm from many peers: it manages accounts directly on an institutional Interactive Brokers platform with broad global market access and institutional pricing, and it has approved an advisor-only Nationwide Monument Advisor variable annuity as a limited tax-deferred option for certain clients. The firm also offers formal 3(38) fiduciary management for retirement plans, supports customized values-based portfolios (including an explicitly stated Catholic Values investing option), and the principal owner serves in the firm’s chief investment and compliance roles.
To learn more about the advisors currently working at Highland Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 21
|
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