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Return to Our Services
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:
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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 ProgramTM. |
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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.
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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.
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Our discretionary asset management solutions are designed to
address the realities faced by many investors. |
HighView's Response to Investor Wealth Management Realities
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The features of our HighView Partners ProgramTM are
illustrated below: |
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