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 serves individuals and families, retirement plans, trusts, corporations, municipalities, and non-profit organizations with ongoing discretionary portfolio management, retirement-plan design and 3(38) fiduciary investment management, and stand‑alone financial planning engagements. The firm also provides investment management for variable annuity separate accounts and offers implementation assistance for insurance and annuity products when appropriate. The firm follows a multi‑strategy investment framework—strategic asset allocation supplemented by tactical (constrained and unconstrained), alternative, and principal‑protected strategies—and employs fundamental, technical, charting, and cyclical analysis. Portfolios typically include individual equities, bonds, REITs, indexed and non‑leveraged factor ETFs, and the firm discloses it will manage variable annuity contracts and use risk‑targeted models; financial planning services are contracted as one‑time deliverables rather than ongoing engagements. Noteworthy features include direct management on an institutional Interactive Brokers platform with broad global market access and institutional pricing, a specific emphasis on offering full 3(38) fiduciary retirement‑plan services, and the ability to accept custody and limited power‑of‑attorney for accounts. The brochure also discloses client‑tailored, values‑based investing options (including Catholic Values Investing) and that, while advisory services are described as fee‑only and fiduciary, advisors may act as independent insurance agents and receive commissions for insurance or annuity implementations—a potential conflict the firm discloses.
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
| 22
|
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