Our Services

The governance and oversight of corporate investments & group retirement plans is a fiduciary responsibility, typically delegated to an Investment Committee within a company. These “Stewards” have a fiduciary responsibility to stakeholders and to the organization to protect assets and have funds available for future commitments and liabilities. They must also understand the rising complexity of investment choices in global capital markets. However, these Stewards face complex challenges in delivering this mandate.

Perhaps the greatest challenge is that the success of the Investment Committee is often measured by whether their particular manager is beating the others in a particular asset class. If not, their solution is typically a decision to change managers. In our experience however, this rarely improves performance, and always increases costs.

At HighView, our clients benefit from our decades of capital market experience advice. We focus on how your assets are allocated to meet your investment goals, provide “best in class” fiduciary governance, and provide the overall guidance and structure appropriate to ensure your assets are managed with utmost care and consideration of your consumption goals. We are a licensed portfolio manager that assumes the regulatory risk and fiduciary responsibilities for institutions unwilling or unable to develop this important capability in-house.