At HighView Financial Group, we focus our investment counselling services for Investment Advisors on a discrete suite of programs that provide a pathway for you to evolve your existing transaction-based investment offerings to fee-based, portfolio solutions.
Fund Research:
Fund Stewards Program:
Independent & objective mutual fund research and guided mutual fund portfolio services tailored for use on a
private labelled basis by Investment Advisory firms.
Click here to access our mutual fund researchdesigned specifically for individual investment advisors.
Managed Programs:
These are multiple manager investment programs, using both active and passive investment managers, through Advisory Firms that have a discretionary investment management license.
Managed Funds Program:
Discretionary multiple manager portfolios using a focused set of institutionally priced mutual funds and/or Exchange Traded Funds.
Managed Investments Program:
Discretionary multiple manager portfolios using a focused set of segregated equity & fixed income strategies, and/or Exchange Traded Funds.
For those Investment Advisory firms who lack a discretionary investment management license, , we offer our discretionary solutions, on a select basis to Advisors, through our HighView Partners Program™ .
All of the asset management programs that we design and operate for our client Advisory firms are stewarded with a fiduciary mindset, and structured to be completely objective in the advice that we provide to you. HighView does not manage any investments and earns no fees from any of the managers that we recommend. All of our solutions incorporate the use of well-researched & due-diligenced multiple investment managers that span both the traditional long-only public markets as well as alternative investments[1]. Additionally, all of our asset management programs incorporate investor profiling solutions that help Advisors better reflect clients’ purposes, goals, expectations and desires into their client portfolios.
1]
Alternative
strategies
provided in
partnership with
Fortune Asset
Management
of
London, England.
