HighView Financial Group - Partners Program

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Partners Program

There are many professionals who have well-established and trusted relationships with their clients and are seeking to broaden and deepen those relationships with a discretionary asset management offering that is both comprehensive and objective. Such offerings must address a range of investment needs and risk tolerances as well as avoid the use of any proprietary investment management solutions which often create conflicts of interests. Examples of such professionals are listed below:


	Given the specialized nature of the discretionary asset management business, many of these professionals do not have the experience, qualifications or capabilities to offer such services to their clients. For this reason, we have created the HighView Partners Program^TM.
	By acting as their outsourced Chief Investment Officer, the HighView Partners Program provides our discretionary asset management services to the clients of a select group of professional practice firms, in partnership with them, through either a formalized referral program or an integrated co-branded offering.
	The HighView services provided to these clients are focused multiple manager offerings, using a goals-based approach to portfolio construction, that are specifically tailored for both Private Clients and Institutions (ie: foundations, endowments and private pension plans) and stewarded with a fiduciary mindset.
	Our discretionary asset management solutions are designed to address the realities faced by many investors.

	The features of our HighView Partners Program^TM are illustrated below: