Our Investment Philosophy

At HighView Financial Group, we are focused on creating and managing sustainable assets on behalf of our clients.

Creating Sustainable Assets Is Your Wish – And Our Resolve

We take a “back to basics” approach to asset management. Our focus on the preservation of capital with responsible growth over the long term has been a key to our clients’ success. And our success is measured by their satisfaction.

We align our investment management approach with our clients’ needs in these important ways:

  • We have a fiduciary responsibility for the safety and growth of our clients’ assets.
  • We work with clients’ professional advisors to ensure an integrated approach to the management of their assets.
  • We engage in practical, goals-based investment planning and do not chase relative returns.
  • Clients’ assets are held by third-party respected institutions – never by us.
  • Our compensation is only in the form of client fees.

Based on years of experience successfully managing client assets, we have designed the HighView Outsourced CIO Asset Sustainability Process – a time-tested approach to creating and managing sustainable assets.

Learn more about the HighView Outsourced CIO Asset Sustainability Process.

See Beyond

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