Your Foundation: Investment Portfolio Design

At the center of HighView’s portfolio design is a simple question: what is the purpose of the money?

Portfolio architecture and risk management are both essential to designing a goals-based portfolio solution that behaves in a manner that ensures smoother experiences in volatility and better predictability in results. Before we build your portfolio, customized for each client, we take the time to get to know your foundation through an in-depth process that allows us to understand its unique needs and goals. Combining this insight with our intelligent research, we architect a goals-based portfolio that addresses your priorities while remaining within your comfort level for volatility and risk management.

HighView is proud to be a true investment fiduciary – legally and ethically obligated to place our clients’ interests first. In designing your portfolio, we adhere to a well-defined set of investment principles and processes to ensure we are completely objective, including using non-proprietary investments and third-party investment managers who meet our rigorous standards. We use various asset class mandates that may include Canadian Equity, Small Cap Equity, Global Small Cap Equity, Investment-Grade Bonds, Higher Yielding Bonds, Commercial Real Estate, and Private Debt, carefully considering each asset class mandate and its specific purpose before including it in your portfolio.

In our view, your investment portfolio is a utility for your foundation to achieve your goals and ensure funds are available for future commitments and liabilities. Therefore, we measure the success of your portfolio against these criteria, rather than how it performs against irrelevant and arbitrary public market benchmarks. We will meet with you regularly to ensure the portfolio continues to correspond with your plan for your foundation’s wealth.

Our goals-based portfolio design and long-term strategies have proven to be a key driver in creating sustainable wealth, and ultimately peace of mind, for our clients.

Our Investment Philosophy

Schedule my Assessment

  • Here's what you can expect at a complimentary assessment with HighView:

    • We will take the time to understand the goals of your foundation and your future funding obligations.
    • We will explore your approach to risk and your previous investment experiences.
    • We will also discuss how you want your foundation involved and who you want around the table.
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