A complete list of active advisors currently associated with Highlight Advisors LLC
Warmer can help you find a great advisor at Highlight Advisors LLC or one who fits your needs even better.
Highlight Advisors serves institutional asset pools, including for-profit businesses, insurance companies, and not-for-profit entities. The firm provides non-discretionary investment advisory and consulting services such as asset allocation, investment manager selection, investment policy development, performance analysis, and long-range strategic planning. The firm develops customized asset allocation recommendations using proprietary capital market assumptions and a mix of quantitative and qualitative analysis to tailor investment structures and third‑party manager selections. Engagements are offered as project assignments, ongoing retainers, or hourly consulting, and the firm does not act in a discretionary capacity or take custody of client assets. Noteworthy features relative to many peers include an explicit hourly-fee option alongside asset-based, project, and retainer arrangements and a clear focus on manager selection and oversight. Highlight Advisors also emphasizes strategic consulting beyond portfolio construction—providing performance benchmarking, implementation advice, and guidance on the infrastructure and staffing needed to run clients’ investment programs.
To learn more about the advisors currently working at Highlight 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 |
|---|---|---|
Westport, CT
| 6
|
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