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The Importance of Client Investment Portfolio Monitoring
In a recent article, I reviewed the importance of having an Investment Policy Statement. In this article, I’d like to address the importance of Investment Advisory Firms monitoring their clients’ portfolios. Specifically, a...
Is Buy-And-Hold Dead?
Not according to Dr. Burton Malkiel, one of the true legends of the Investment Industry. Last night my colleague John Platt and I had the distinct pleasure of spending an evening with, Dr. Malkiel and a small group of investment professionals. Dr....
Building A Solid Foundation For Foundations!
With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In working with families, the topic of planned, philanthropic giving frequently arises in conversations. Although there are a variety of...
Jack Bogle Says Industry Must Return To Stewardship Model
At a recent CFA Conference in Boston, Jack Bogle, the Founder of Vanguard Group, said that the investment industry should return to its roots and abandon salesmanship for stewardship. A summary of his comments, as well as Christopher Davis,...
Back To Basics
No matter how many times a “can’t miss” investment trend implodes, investors have demonstrated a regrettable penchant for chasing the latest short-cut to wealth creation. At HighView, we believe to be successful, an investor must focus on the...
Managed Accounts For Hedge Strategies – An Investor Friendly Alternative To Fund Of Funds
In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed Accounts for the hedge fund strategies for their investor clients. Although Managed Accounts have been in existence for...
But The Client Never Told Me!
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of “Risk” is at the heart of most Advisor/Client conflicts. This article also appeared in The Monitor, the magazine...
The Outsourced Chief Investment Officer (CIO) As Fiduciary Manager
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,...
Bradley emphasizes the importance of manager selection
At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and...
Overexposed: The Realities Of Single Investment Manager Concentrations
In recent months, we’ve been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer client business to various Investment Management firms. Given the growing need for high...
