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 primarily serves institutional clients — including retirement plan sponsors, foundations and endowments — and also works with a limited number of retail investors. Its principal offering is non‑discretionary investment consulting for retirement plans, supplemented by an optional Implemented Solutions service to assist with implementation, fund selection and periodic monitoring. The firm concentrates on pooled investment vehicles and third‑party separate account managers, applying institutional analytic techniques (mean‑variance optimization, Monte Carlo simulation, asset/liability modeling and cash‑flow forecasting) to develop investment policy statements, strategic asset allocations and fund menus. HCA restricts its advice to “non‑covered” securities (open‑end funds, collective trusts, variable annuities, etc.) and provides periodic reviews rather than continuous portfolio supervision, so it does not maintain regulatory assets under management or act as an ongoing portfolio manager for individuals. Noteworthy aspects include a small advisory team (five advisors) serving a modest client roster (17 clients) and a practice design that limits discretionary Implemented Solutions to clients who custody assets at Schwab and to non‑covered securities only. The firm also focuses on ERISA fiduciary consulting (typically as a 3(21) advisor for plan sponsors) and does not provide comprehensive financial planning as a core service for retail clients.

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.