HighView Financial Group is an experienced investment counselling firm. Acting as an outsourced Chief Investment Officer, we design, implement and help manage tailored investment portfolios for our clients.
We manage the private wealth of affluent families, the pension and investable assets of their businesses, and the foundations & endowments which they support. We service our clients directly and in partnership with their professional advisors.
We are unwaveringly objective and transparent in architecting financial portfolios in our clients’ best interests as we do not engage in any related investment management businesses. We have a fiduciary (legal and ethical) responsibility for our clients’ assets, and are only compensated through client fees for objective and experienced advice and research. Our client’s assets are strictly held by third-party respected institutions, never by us.
The creation of a family's wealth requires hard work,
dedication and perseverance. Here at HighView Financial Group we
recognize that those families with substantial wealth have
unique and very individual needs. Please read more about our services.
The businesses of many affluent families have accumulated sizeable investment accounts from years of profitable earnings and look to continue such growth through the attraction and retention of key employees by using a continuum of group retirement plan solutions. Please read more about our services.
Foundations and endowments are frequently funded through the generous donations of affluent families and their businesses. For this reason, these many philanthropic organizations have a fiduciary obligation for the stewardship of the capital that has been entrusted to them for the benefit of others.Please read more about our services.
Through our CIO Office, HighView stewards the assets of families, their businesses and supported philanthropic organizations on a relationship basis subject to an aggregate minimum investable assets of $5 Million.