A complete list of active advisors currently associated with Highpass Asset Management LLC

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

HighPass Asset Management provides discretionary wealth management and financial planning primarily for high-net-worth individuals, families, trusts, and select institutional clients. The firm combines investment management with planning services that cover retirement, cash‑flow, estate and tax planning, and it offers optional tax preparation and filing as part of its service menu. The firm generally builds diversified portfolios using ETFs, individual equities and mutual funds and employs fundamental, technical and cyclical analysis to align allocations with clients’ IPS, risk tolerance and time horizon. HPAM also employs a broader toolset than many peers — it may use options, individual debt securities and, unusually for supported firms, borrowing and other derivatives within separately managed accounts, and it can recommend private placements to accredited investors where appropriate. HPAM’s structure includes a licensed CPA on staff who provides tax preparation services through the advisory platform, and that adviser also owns a separate CPA practice that provides tax work to a very small number of non‑clients, a relationship the firm discloses to manage conflicts. The firm manages about $218 million on a discretionary basis, maintains a $1 million typical account threshold (with exceptions), and has custody implications for two trustee accounts that are subject to annual surprise verification.

To learn more about the advisors currently working at Highpass Asset Management 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.