A complete list of active advisors currently associated with Lake Highlands Capital Management

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

Lake Highlands Capital Management provides discretionary investment management through separately managed accounts and occasional bespoke advisory projects. The firm is a small registered investment adviser with roughly $810,000 in discretionary assets under management and serves a mix of individuals, trusts, endowments, retirement plans, and institutions. The firm’s investment process combines proprietary fundamental research with technical (chart) analysis and an unconstrained mandate to invest across geographies, sectors, and market capitalizations. Portfolios are relatively concentrated (typically about 10–30 securities), constructed to seek high risk/reward opportunities while attempting to limit permanent loss of capital, and are implemented under discretionary authority with client Investment Policy Statements and aggregated trade execution. What is distinctive about the firm is the unusually broad set of client types it reports working with for a firm of its size — including banking or thrift institutions, insurance companies, sovereign wealth funds, state and municipal entities, pension plans, charitable organizations, corporate clients, and other investment advisers. The firm also uses performance‑based fee arrangements for qualified clients with high‑water marks and maintains specific fund inflow/outflow policies (advance notice requirements and exit provisions) that affect liquidity and implementation.

To learn more about the advisors currently working at Lake Highlands Capital Management, 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.