Author Archive
My C.I.O. – What Does A Chief Investment Officer Do?
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...
How Will Our Money Be Managed: 21 Questions To Ask Financial Advisors
At HighView Financial Group, the purpose of our business is to “facilitate excellence in the management of wealth” for three groups of clients: Advisors Investment Advisors, Financial Advisors Families Families, Single Family Offices,...
It’s All About Your Approach — Creating A Differentiated Client Investment Experience
The array of investment options available to Advisory firms today is virtually limitless: stocks, bonds, mutual funds, pool funds, hedge products, structured products, private equity, income trusts and commodities. In Canada alone, there are more...
Flaws Of Managed Asset Programs
With the globalization of capital markets over the last few decades, there has been a marked increase in the range and complexity of investment opportunities available to investors. In fact, the array of investment options available today is...
The Managed Asset Program Tune-Up
We believe that Investors are seeking asset management solutions from Advisors that have a disciplined set of investment processes and a well-articulated ability to help them meet their real financial needs. For this reason, we believe that...
Return Of The Investment Steward
Over the past several months, the current global financial crisis has been an emotionally trying and painful experience for anyone who is responsible for the oversight of large pools of capital for the benefit of others — foundations, endowments,...
Back To The Future – 12 Portfolio Management Principles To Survive The Current Bear Market
Over the past several months, the current global bear market has been an emotionally trying and painful experience for both Advisors and their clients. Additionally, the speed and severity of the asset declines, together with the underlying...
To Halve and To Hold: What To Do With Decimated Tech Investments?
I’ve spoken with many individual investors and financial advisors recently. By far the most often asked question is, “What should I do with my technology funds?” Most technology fund investors have lost at least half of their money in such...
Redefining Risk: Unrealistic Expectations To Blame For Sentiment Shift
There’s nothing like a bear market to turn otherwise aggressive investors into risk averters. But that’s just what’s happened. People who were once comfortable with a healthy stock component in their portfolios are now seeing their tolerance...
Debunking Common Investment Myths: Just Because It Sounds Cool, Doesn’t Mean It’s A Good Investment
Investors spread myths about ways to invest successfully every day. Whether it’s the hot stock tip received from an accountant or entrepreneur, or the IPO that your broker is letting you participate in, it’s important for investors to separate...
