Your Foundation: Reviewing and Rebalancing Your Portfolio

HighView is a true fiduciary; our processes are carefully created to ensure we always act in your foundation’s best interests and that we are objective and transparent in everything we do. As a HighView client, you and your foundation’s investment committee can expect regular reviews of your portfolio, market commentary, continuous communication, and an “open door” approach.

Reviewing Your Portfolio

Quarterly, we will produce a formal report that measures whether your portfolio is performing above, below, or on-track with the stated goals and ongoing funding requirements of the Foundation.

Beyond these regularly scheduled reviews, HighView is happy to meet with you at any time to discuss any concerns, questions, or changes regarding your portfolio.

Rebalancing Your Portfolio

A disciplined portfolio rebalancing process is an important risk management tool. When we believe it is necessary, we will recommend rebalancing your portfolio and discuss any suggested changes.

Our rebalancing method is one of the most well-researched in the industry, based on a thorough review of the existing body of practitioner and academic research as well as our own primary research.

We effectively balance the need to control risk for each client while avoiding frequent rebalancing – which we believe results in unnecessary additional costs over time.

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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