At HighView Financial Group, we are entrusted with the oversight of wealth for the benefit of others: Advisors, Families or Institutions.
The accumulation of wealth requires patience, perseverance and hard work. The long-term sustainability of such wealth is an integration of three key elements: Stewardship, Investor Profiling and Asset Management. This set of rigorous disciplines and practices is depicted in the diagram below.
From our years of experience successfully managing client wealth in asset management firms, we have designed the HighView Wealth Sustainability Process™, a proven, three-phased approach to create and sustain wealth: effective Stewardship, Investor Profiling and Asset Management.
The consistent execution of your wealth management plans is the support you can depend on. We work closely with investment committees and family stewardship councils to determine the right portfolio design, and provide the on-going review and oversight to ensure your portfolio mix is continually aligned to your financial objectives and needs.
As a fiduciary, we have instituted rigid safeguards to ensure we always act in the best interests of our clients, avoid all conflicts of interest, and ensure your money is protected. We do not hold or have access to your money – your assets are held with an independent respected trustee. We are paid on a fee for service basis and do not accept any referral fees, or have any stake in a related business (e.g. mutual fund).
Each member of the HighView team has a solid reputation in investment counselling and asset management, having held leadership positions in regulated and non-regulated banks, trust companies and brokerage firms. (See About Us)
We spend considerable time getting to know all of our clients – whether they are a family, pension or endowment fund, or an institution. This personal attention involves extensive exploration of your financial goals, anticipated needs and timelines. This is the first critical step in tailoring a plan with the appropriate asset mix.
We are wealth architects, designing portfolios that meet client needs based on their timeframes, investment objectives and risk tolerances. We carefully integrate all relevant design and ongoing support components including asset management, goals-based planning, governance, and compliance matters – as they are all highly interconnected. Our solutions incorporate the HighView Wealth Sustainability Process™. A key differentiator in our process is that we have established an internal investment committee to recommend and review expert investment managers who fit your needs.
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