An aging population of increasingly affluent investors is seeking a broader range of specialized investment solutions. As an Investment Advisor, you are increasingly being asked by your clients to provide a broader range of specialized investment solutions, and solve other challenging realities depicted in the diagram below. The array of investment options available to you today is virtually limitless: stocks, bonds, mutual fund, pool fund, hedge product, structured products, private equity, income trusts and commodities.
To help you simplify the delivery of this vast array of investment solutions, Highview has created “packaged” offerings in two Managed Asset Programs , in which we act as the Programs’ outsourced Chief Investment Officer. These are a prudently structured set of discretionarily managed investments, using a focused set of expert investment managers, with the ability to be customized for each client situation. The Programs are supported through a goals-based approach to Investor Profiling and governed with a fiduciary mindset.
We also do intensive mutual fund research to provide you with a recommended list of funds and Guided Portfolios each quarter. These tools will allow you to continue to provide value-added solutions to your clients, bringing them a structured set of research based investment recommendations.
