A complete list of active advisors currently associated with Highlands Asset Management, Inc.

Warmer can help you find a great advisor at Highlands Asset Management, Inc. or one who fits your needs even better.

Highlands Asset Management provides discretionary portfolio management to a mix of individual investors, trusts, corporations, pension plans, and charitable organizations, delivering ongoing portfolio monitoring and quarterly reporting. The firm constructs customized equity portfolios for clients and accepts accounts across both retail and institutional client types. Investment decisions are driven by bottom-up fundamental analysis and a focus on estimating intrinsic value; the firm seeks companies trading below those estimates and builds diversified portfolios around those selections. Portfolios are managed with client-specific constraints in mind, and the firm performs regular reviews with written quarterly commentary and more frequent monitoring when market conditions warrant. As a small, boutique adviser managing a few million dollars for a limited client base, Highlands stands out among peers by serving institutional clients (pension plans and similar entities) despite its size. The firm’s lead practitioner brings CFA credentials and prior institutional asset-management experience, and the firm typically works with client-selected custodians while recommending a primary custodian relationship.

To learn more about the advisors currently working at Highlands Asset Management, Inc., 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.