A prospective client met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against his Investment Policy Statement,...
Throughout most of this century, investors have been down on bonds. The argument was that rates are historically low and are bound to rise – which would push bond prices down. (Prior to this year, I’ve heard that my entire career.) With North American bonds having...
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these services at all, we...
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it often erodes within just...
This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog and Part 2 blog. How Should You Measure The Success Of The Portfolio And Why Is It Important? Throughout this series we’ve discussed how we monitor...
Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market cycles and a review of...
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in partnership with the client...
Many affluent families that we’ve had the privilege of working with during our professional careers feel that – despite their diligent focus & strong work ethic – they’ve been blessed with both opportunity and people in their lives who have helped to shape...
In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for you. Only then can...
An Investment Policy Statement (IPS) is the key document in a relationship between an investor and an investment adviser. The reason for this is that the IPS, constructed properly, is the link between a client’s investment objectives and how an Adviser will manage...
HighView’s Loren Francis interviews Fiona Wilson to discuss Women in the field of finance....
