What is objective and independent portfolio management?

By admin on July 4, 2017

The term objective refers to the fact that the decisions we make on behalf of a client are always in the client’s best interest as opposed to HighView’s – which aligns with our fiduciary duty. HighView has structured itself in such a way that we are financially indifferent as to which investment solutions are used in client portfolios. In other words, we do not make more or less money by using one investment solution versus another. This allows us to provide advice that is truly focused on client needs.

The advice that HighView offers is independent because it is not subject to potential conflicts of interest.  We have no financial or other ties to any of the suppliers – including the investment managers – that we use.

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