Our Investment Approach
The key to a successful investment plan is making sure it puts you in the best position to succeed, regardless of media hype and market fluctuations. We do not try to pick market “winners.” Rather, we draw upon Nobel Prize-winning research to design well-diversified portfolios that help you achieve returns in the long term.
Investment portfolios are only as strong as the investments they contain, and as independent, fiduciary investment advisors, we are not beholden to off-the-shelf investment products. Instead, Highland Financial Advisors’ investment portfolios are made up of low-cost, best-of-breed investments.
At HIGHLAND Financial Advisors, we believe no investor is the same, which is why we do not believe in a cookie-cutter approach to investment management. By custom tailoring an evidence-based investment strategy to fit your unique needs and value systems, we bring meaning to your money while increasing your odds of success.