Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy."​ As our clients'​ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients."​ Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.

Experienced sourcing importer with a demonstrated history of working in the seasonal products industry with grocery retail chains.

We manage a wide variety of strategies from basic capital preservation to aggressive equity income. Each strategy is managed for a specific outcome and portfolios are designed using the mix of strategies that best align with client outcomes. Using strategies such as individually selected laddered bonds and option based portfolios we believe we can serve the needs of more complex portfolios often presented by high net worth clients. We offer 13 Core Strategies that are fully diversified, and an additional 4 specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes. Please click here to view our results and strategy fact sheets. Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, and the derivative market to both reduce risk and increase cash flow. From tax management to advanced estate planning concepts, we have a team dedicated to creating a custom solution.

QDRO Group is one of the nation’s largest firms devoted exclusively to aiding domestic relations attorneys in dividing retirement benefits. We provide a unique blend of legal, accounting and actuarial expertise with a special emphasis on litigation support. We believe that if a present value report or an order dividing a retirement plan does not hold up in court it was a waste of money. In fact, QDRO Group’s experts have appeared in court over 1,600 times with stunning success thanks to our special “Litigation Support Team.” When someone asks “Who drafted your QDRO?” you can confidently point to the fact that our staff members have authored eight leading legal texts in the field over the last 22 years including Dividing Pensions in Divorce: Negotiating and Drafting Safe Settlements with QDROs and Present Values, Third Edition and Value of Pensions in Divorce, Fifth Edition - all published by Wolters Kluwer Law & Business. Our reasonable, $400 flat-rate fee guaranteed through approval and instant access to the most knowledgeable staff in the country to answer your toughest questions are just two of the reasons that QDRO Group has emerged as a national leader in the field.