Based upon our years of
experience successfully
managing asset
management firms,
HighView has developed a
set of philosophical
beliefs and practices
that support Advisory
firms seeking to create
sustainable fee-based,
portfolio asset
management programs.
These beliefs and
practices have been
combined into three
Wealth Practice areas:
Stewardship:
Thinking
& acting like a
fiduciary
Investor Profiling:
Identifying the purpose
of the money against
discrete time horizons
Asset Management:
Constructing portfolios
that meet client needs,
investment objectives
and risk tolerances
These three wealth
practices can be
delivered to your firm through
four services:
Consulting:
Optimize and enhance
your wealth management
practices through
project based
consulting.
Advising: Act
as an ongoing Business
Advisor to your firm
through active
participation in your
board and/or investment
committees.
Coaching:
Provide your
Advisors with
tailored "portfolio coaching programs" that
are specifically
designed for the
successful management of
fee-based, portfolio
oriented, private
wealth.
Technology:
Provide your firm with a wealth technology platform that integrates
HighView best practices
using a flexible open
architecture technology
that "fits around"
existing operating
systems.
